Michelle Ramsay - Financial Planner, Sun Life

Michelle Ramsay - Financial Planner, Sun Life MKS Financial Services Inc. is proud recipient of the 2026 and 2025 Consumer Choice Award for Financial Planning.

As an Advisor with MKS Financial Services, I am dedicated to helping Clients build a plan so they feel confident in their financial future. I am dedicated to helping clients build a flexible financial plan that allows them to worry less about their financial health. Life can throw us curve balls and often we need to pivot. My team and I are there to help work through the challenges, prepare strate

gies and adjust the plan to ensure you continue to reach your ultimate goal. It is my pleasure to work with families across all generations, supporting them throughout their lives by providing them with the tools and knowledge they need in order to achieve their financial goals and live the lifestyle they desire. is the proud recipient of the 2026 and 2025 Consumer Choice Award for Financial Planning. https://www.ccaward.com/award-winners/regina-greater-region/best-financial-planning-2/mks-financial-services-inc/

As wealth grows, financial priorities often become more complex. Are your investments, tax strategies, estate plans and ...
09/01/2026

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

What is your financial personality type? 💸 When it comes to managing money, everyone has a unique style. Are you: 🏅 The ...
08/21/2026

What is your financial personality type? 💸

When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.

No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇

Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and di...
08/04/2026

Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.

Ready to get started? Reach out to discuss your estate plan today.

Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help a...
07/31/2026

Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you.

Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial r...
07/23/2026

Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial roadmap early can help you stay on track while still living for today. Small steps today can make a meaningful difference over time. Start building your personalized financial roadmap today.

You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts...
07/21/2026

You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence. Book an appointment today to start shaping your legacy.

Saving for your goals shouldn’t mean skipping the fun. Whether you’re planning travel, a wedding, a big experience or yo...
07/09/2026

Saving for your goals shouldn’t mean skipping the fun. Whether you’re planning travel, a wedding, a big experience or your next “chapter,” the right strategy can help you set aside cash intentionally while still staying on track. Let's transform your priorities into a financial roadmap you can commit to.

Michelle Ramsay - Financial Planner & Associate AdvisorMeet Michelle 👋Michelle is passionate about helping young familie...
07/08/2026

Michelle Ramsay - Financial Planner & Associate Advisor

Meet Michelle 👋

Michelle is passionate about helping young families and business owners create financial roadmaps that turn today’s goals into tomorrow’s achievements. She believes every big success starts with small, meaningful steps and loves seeing Clients gain confidence in their financial future.

Greater wealth can bring greater complexity. From tax-aware approaches to estate considerations, having a thoughtful pla...
07/07/2026

Greater wealth can bring greater complexity. From tax-aware approaches to estate considerations, having a thoughtful plan in place can help you protect and preserve what matters most — today and for the future. Let’s help simplify your next steps with a personalized roadmap.

When your money is spread across different accounts, having one clear plan can help it work better for you over time. If...
07/04/2026

When your money is spread across different accounts, having one clear plan can help it work better for you over time. If you’re managing milestone goals like a home, family, retirement, or what you want to leave behind, it helps when everything connects. Let’s put a strategy together that helps support what you want next.

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2220 Willow Road
Regina, SK
S4V3A4

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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