Celtic Financial Solutions

Celtic Financial Solutions Celtic Financial Solutions are your wealth management advisors in Sydney NS offering financial advice

02/06/2026

What do the Olympics and RRSPs have in common?

They both reward planning ahead, discipline, and playing the long game 🏅💼

What’s happening at the Olympics today (Feb 6):

❄️ Figure Skating Team Event — Ice dance rhythm, pairs short, and women’s short rounds earlier today.

🥌 Mixed Doubles Curling round-robin matches — including Canada vs. USA!

🏒 Women’s Ice Hockey preliminaries — action on the ice heats up.

Whether you’re watching the thrills on ice or planning your financial future, we’re cheering you on! 🇨🇦 🍁

02/02/2026

Due to today’s weather conditions, our office is closed.

We will be monitoring voicemails and emails.

Stay safe ❄️☃️

11/21/2025

Planning a getaway? 🏖️
Most people don’t realize their provincial health plan covers very little outside Canada—and sometimes not enough even in another province.
A simple slip, fall, or medical emergency can cost thousands.

✔️ Emergency medical coverage
✔️ Trip interruption
✔️ 24/7 worldwide assistance

Travel smarter. Travel protected.
Reach out for a no-obligation quote!
902-564-8963

05/30/2025

Cancer Guard – Flexible & Focused Protection

🎯 What is Cancer Guard?
• A simple, affordable insurance product that provides a lump-sum payment upon cancer diagnosis (based on covered conditions).
• Funds can be used however the client needs: medical bills, travel, home modifications, time off work, or even alternative treatments.

✅ Why Choose Cancer Guard?
• Easy to qualify for – No medical exams, just a few health questions.
• Affordable coverage – Ideal for clients looking for cost-effective protection.
• Fast payout – Quick financial relief when it matters most.

➕ Add-On Options to Boost Protection
🛡️ Critical Illness Rider
o Expands coverage to include other serious illnesses like heart attack, stroke, or major organ failure.

⚠️ Accidental Death & Dismemberment (AD&D)
o Provides an additional benefit payout in the event of accidental death or loss of limbs/function.

🦴 Accidental Fracture Benefit
o Offers a cash benefit if the insured suffers a fracture from an accident.

🧩 Perfect for:
• Clients without group coverage
• Self-employed or contract workers
• Parents protecting their families
• Individuals seeking simple, low-cost coverage

💬 Ask us how to get covered today!

At Celtic Financial Solutions, we understand that a cancer diagnosis can bring financial strain, alongside the emotional...
01/20/2025

At Celtic Financial Solutions, we understand that a cancer diagnosis can bring financial strain, alongside the emotional and physical challenges. That’s why we’re proud to offer Cancer Guard, a specialized insurance product designed to provide a lump sum payout if you are diagnosed with life-threatening cancer.

Want to learn more about how Cancer Guard can help protect you and your loved ones? Get in touch with us today for more details at 902-564-8963.

RRSP-TFSA-FHSA Contest: $5,000 in Prizes to be Won!What would you do with $5,000? Let us help bring your financial goals...
01/13/2025

RRSP-TFSA-FHSA Contest: $5,000 in Prizes to be Won!

What would you do with $5,000? Let us help bring your financial goals to life.

Contact us today at 902-564-8963 to learn more and enter for your chance to win!

Find out about all the retirement savings plans available and see which one is right for you: RRSP, TFSA, FHSA, LIRA, VRSP and unregistered plans.

Want a chance to win 🎉 Enter our RRSP-TFSA-FHSA  contest now! Don't miss out on this exciting opportunity. See the link ...
12/06/2024

Want a chance to win 🎉 Enter our RRSP-TFSA-FHSA contest now! Don't miss out on this exciting opportunity. See the link attached for more details.

Find out about all the retirement savings plans available and see which one is right for you: RRSP, TFSA, FHSA, LIRA, VRSP and unregistered plans.

Win $1,000 by logging into My Client Space via the Web or the iA Mobile app. One winner per month until December! 🥳💰
09/18/2024

Win $1,000 by logging into My Client Space via the Web or the iA Mobile app. One winner per month until December! 🥳💰

You still have time to enter!

Get a chance to win $1,000 by logging into My Client Space via the Web or the iA Mobile app.

One winner per month until December!

Good luck!🤩🎉 https://ow.ly/H56450TeLju

07/24/2024

🌟 Are you in search of a Financial Advisor? Look no further! Consider Celtic Financial Solutions, our trusted partners at Acadian Credit Union. They specialize in fulfilling your Insurance and Investment needs with expertise and care. Connect with them today at 902-224-2055 to secure your financial future! 📈 They come to you😀 have your meeting right here, at your very own Acadian Credit Union Branch!!!👏👏👏
Life, Travel, Critical Illness, Disability & Income protection insurance, RRSP, TFSA, Pension Planning, Mutual Funds & More!

05/03/2024

Are you buying a home? When it comes to safeguarding your financial future, consider term life insurance instead of mortgage insurance from lending institutions. Here's why:

1. With term life insurance, you're in control. Choose between a level or decreasing insurance amount, allowing you to match your coverage with your evolving financial needs, up to a reduction of 50%.

2. Say goodbye to worries about rising interest rates. With term life insurance, you'll pay a consistent premium throughout the loan term, shielding you from fluctuations in interest rates.

3. Life happens, and sometimes that means changing lending institutions. Unlike mortgage insurance tied to specific lenders, term life insurance ensures you remain covered, providing peace of mind through transitions.

4. Embrace refinancing opportunities with ease. Term life insurance offers Yearly Renewable Term (YRT) premium renewal, allowing you to adjust your coverage seamlessly to fit your changing circumstances.

5. Your loved ones deserve financial security. With term life insurance, you have the freedom to designate the beneficiary of your choice, granting them the flexibility to use the benefits as they see fit in the event of your passing.

When it comes to real estate planning, don't settle for limitations. Choose the freedom, flexibility, and peace of mind that term life insurance provides.

Wawanesa Life offers great Term & Whole Life Insurance to cover all of your financial needs! Whether you're looking for ...
04/24/2024

Wawanesa Life offers great Term & Whole Life Insurance to cover all of your financial needs! Whether you're looking for lifelong coverage or affordable protection for a specific period, We've got you covered!

Don't wait until it's too late – let's chat today about customizing a plan that suits your financial goals and protects what matters most. Your peace of mind is priceless, and we are here to make sure you have it!

11/28/2023

Do you have any Travel Plans?✈️🛳🌴
As you seek to escape the cold of winter, do not forget to secure Travel Insurance for a worry free vacation.🥶🥶🥶
Contact us for a quote!
[email protected]
902-564-8963

Address

64 Brookland Street
Sydney, NS
B1P5B2

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 5pm
Thursday 9am - 4:30pm

Telephone

+19025648963

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