Sun Life Financial - Salmon Arm, British Columbia

Sun Life Financial - Salmon Arm, British Columbia Providing Life insurance, Disability and Critical illness Insurance to protect your family and business. Investments, Group benefits, Retirement planning.

With over 11 years experience, I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.

04/12/2021

New homeowners - If you’ve just purchased a home or are planning to buy soon, you’re probably weighing your options between mortgage insurance and life insurance.

Owning a home will likely be your biggest asset. Protecting that asset in case something were to happen to you is an important step to ensuring your family and loved ones are taken care of. As a homeowner what are your options? You can either:

- ensure you have mortgage protection with a life insurance policy from an insurance company, or
- get mortgage insurance from a bank or mortgage lender.

Want to know which option is right for you? Let’s set down and discuss your future plan together.

09/24/2017

Have we spoken about getting Critical Illness Insurance added to your financial portfolio? Are you concerned about the costs associated with the 26 critical illnesses we offer coverage for?? The industry standards have changed and Sun Life is following suit.

If you are interested or have questions, please contact my office. This is a huge opportunity to get the coverage you need. 250-832-1978

08/18/2017

Do you have a Financial Plan? Do you know what a financial plan is? I can help make sense of it all. Call me if you have any questions 250-832-1978.

06/23/2017

Canadian law treats same-sex couples the same as opposite-sex couples, so they must consider the same issues when it comes to managing their finances.

03/11/2017

Address

Salmon Arm, BC
V1E2R9

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+12508321978

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