Rebecca McGrath - Sun Life Finanical Planner

Rebecca McGrath - Sun Life Finanical Planner 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/ClearConnection. 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.

Business owners face a lot of unprecedented challenges in today's economy. Let's talk about ways I can help you create a...
07/04/2023

Business owners face a lot of unprecedented challenges in today's economy. Let's talk about ways I can help you create a plan to navigate those - and feel confident about the future of your business.

06/30/2023

Simply put, getting a critical illness can be very expensive. Critical illness insurance can help you pay for any expenses due to an illness that’s covered in your policy. Let's chat about your options.

Where does your money go? Use this monthly budget calculator to help you manage your spending and understand if you're f...
06/29/2023

Where does your money go? Use this monthly budget calculator to help you manage your spending and understand if you're falling short, breaking even or coming out ahead.

Do you budget your money? Creating a budget can be a great way to keep track of your finances and make sure you have enough money to meet your needs and goals. Try Sun Life’s budget calculator to help take control of your spending and start saving more. Visit sunlife.ca for more information.

Do you think your retirement savings will outlive you? If you’re looking to pass on extra wealth in the most tax effici...
06/27/2023

Do you think your retirement savings will outlive you? If you’re looking to pass on extra wealth in the most tax efficient and impactful way, let's set up some time to discuss your estate plan.

Having all your assets within one plan has several benefits and can actually mean more for your bottom line. Let’s get s...
06/26/2023

Having all your assets within one plan has several benefits and can actually mean more for your bottom line. Let’s get started.

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

Living pay cheque to pay cheque? Let’s set up some time to take a look at your budget. I can help.
06/23/2023

Living pay cheque to pay cheque? Let’s set up some time to take a look at your budget. I can help.

Did you know that men are more confident in their retirement plan than women? According to a recent survey, 52 per cent ...
06/22/2023

Did you know that men are more confident in their retirement plan than women? According to a recent survey, 52 per cent of women are confident about retiring at their target age compared to 68 per cent of men. If you’re worried about your retirement plan, I can help. *BMO, 2023

In business, sometimes you need to spend money to make money. Let’s set up some time to discuss your financial goals and...
06/20/2023

In business, sometimes you need to spend money to make money. Let’s set up some time to discuss your financial goals and strategies that can help you get there.

Sun Life One Plan puts your plan online and at your fingertips. Reach out to me for more information.
06/19/2023

Sun Life One Plan puts your plan online and at your fingertips. Reach out to me for more information.

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Calculate how much life insurance you might need to help protect the people you love if you die.
06/16/2023

Calculate how much life insurance you might need to help protect the people you love if you die.

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

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10 Sunset Boulevard
Perth, ON
K7H2Y2

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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Life’s brighter under the sun

I am thrilled to be growing my business as an advisor with Sun Life Financial! Not everyone may find life and health insurance, financial planning and investment products exciting, but I consider it one of my passions. Before Sun Life, I worked at Wal Mart in Smiths Falls for over 10 years before seeking out a new profession that I found within Sun Life. As my business continues to grow, Sun Life ensures we receive top education and training available, to help others with a well-rounded approach in providing services from investments, insurance, and financial planning. It has always been a dream of mine to have a career where I can help others, and Sun Life has provided this opportunity for me. It has become one of my life goals to help others protect what is most important to them and reach their financial goals. If you or someone you know are looking to start putting a financial plan in place, please feel free to contact me directly, I would love the opportunity to work with you and help you achieve your goals.