When I look at your Financial Plan, I make sure that you have a financial goal. First I help you protect that goal, for example buying a home, with the proper coverage ie: life, disability and health insurance. This way you aren’t drawing on your investments or going into debt should you suffer an illness, or if a spouse/loved one has passed away. Then I help you achieve your financial goals throu
gh proper budgeting and investing. Navigating the waters of financial planning can be difficult without a good grasp of the financial markets and the vehicles available to you (RRSP’s/TFSA’s, Corporate Class Funds). That is where advisors like myself come in. My target market is young people like myself; getting them started, because the younger you are, the more time you have to achieve your goal. Compound interest is your best friend! As a professional Financial Advisor, all of your info given to me is confidential. To find out more about sunlife, visit my website at www.sunlife.ca/kyle.seabrooke. I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
