Brad Melmer - Advisor, Sun Life

Brad Melmer - Advisor, Sun Life As a Sun Life advisor, I will work closely with you to fully understand your needs 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.

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical il...
08/07/2026

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://bit.ly/45MnRKR

It's never too early to start. When kids learn about money young, they make smarter choices later. đź’ˇ Here's how to get s...
08/06/2026

It's never too early to start. When kids learn about money young, they make smarter choices later. đź’ˇ

Here's how to get started:

• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate

Small money conversations today build confident adults tomorrow.

Ready to help your kids build money confidence? Reach out and let's talk about it. https://bit.ly/3TJoNNl

Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear ...
07/28/2026

Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.

Let’s review your strategy to find ways to strengthen your margins.https://bit.ly/4wshU1z

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. Get in touch to discuss options that will work best for you. https://bit.ly/4yIwBz8

Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can...
07/17/2026

Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can play a key role in supporting your overall financial approach. Let’s review your coverage and make sure it fits your needs. https://bit.ly/4wcnt47

07/16/2026

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence.

You’ve worked hard to build your business, but without clear next steps, transitions could put it at risk. A clear succe...
07/14/2026

You’ve worked hard to build your business, but without clear next steps, transitions could put it at risk.

A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps. https://bit.ly/4flCSI9

Health events can happen without warning — and the costs aren’t always medical. Critical illness insurance can provide f...
07/10/2026

Health events can happen without warning — and the costs aren’t always medical. Critical illness insurance can provide financial support during a serious diagnosis, helping with time off work, travel for care, or everyday expenses so you can focus on recovery. Want to explore if it fits your plan? https://bit.ly/4vVS9Gl

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. https://bit.ly/4vUDr2t

07/02/2026

Your retirement plan should feel unique and tailored to you. Sun Life One Plan can help bring your goals, investments and income strategy together so you can see what’s possible. Get in touch to start planning your dream retirement. https://bit.ly/4eXjNLW

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135 Griffin Street North Box 928
Smithville, ON
L0R2A0

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

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