Based on You, Financial Solutions Inc.

Based on You, Financial Solutions Inc. I began my career in the financial services sector in 1992. Ready to use it all to help you! I am a Sun Life advisor.

Registered to sell mutual funds in 2000, a life insurance agent in 2002 and achieved the Certified Financial Planning™ (CFP®) designation in 2005. 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/3FevgFo.

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 quick little number trick that can offer peace of mind.   Give it a try.....
04/30/2025

A quick little number trick that can offer peace of mind. Give it a try.....

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01/15/2025

It is YOUR HOME, YOUR FAMILY, YOUR CHOICE. Mortgage protection insurance from SunLife gives you choices, stability and flexibility. You may have mortgage insurance through your bank and not know it or what it is costing you.
We have helped thousands of people save money. We can help you too! Talk with us to create a mortgage protection plan that fits your life.
Email me today, the advice is free, and you have nothing to lose and a lot to gain.
[email protected]

09/30/2024

Do you need mortgage insurance? Or would life insurance offer you mortgage protection and more? Learn about the difference between mortgage insurance and life insurance. Find out which one you need to protect your home and your family. Visit sunlife.ca for more information.

02/22/2024

Canadian asset manager's survey reveals importance of keeping on top of finances

Create a lifetime of financial security. Every strategy needs to be flexible to deal with life’s unexpected events. Prot...
08/22/2023

Create a lifetime of financial security. Every strategy needs to be flexible to deal with life’s unexpected events. Protect each member of your family and preserve your financial strategies. Let's connect.

11/07/2022

Residential & Commercial Electrical Services

it all starts with a conversation Based on You!
09/30/2022

it all starts with a conversation Based on You!

A tax-free savings account (TFSA) is a lot more versatile than you might realize. Here are a few things you might not know you could do with a TFSA.

Love the increased eligiblity
06/27/2022

Love the increased eligiblity

Luxury tax and increased eligibility for the disability tax credit are now law as Bill C-19 passes

Have a read, then send us an email or give us a call for a life insurance quote!
06/13/2022

Have a read, then send us an email or give us a call for a life insurance quote!

Buying a house can be overwhelming. Read Lisa’s story to help with your own to-do list.

Starting things the right way saves a lot of future frustration and worries!
06/13/2022

Starting things the right way saves a lot of future frustration and worries!

Happy Father’s Day, dads! Here’s the advice you need to navigate this exciting (and expensive!) time in your life.

knowing your finances is a great start, one step at a time, but make sure you keep on stepping.   If you want to help pu...
04/13/2022

knowing your finances is a great start, one step at a time, but make sure you keep on stepping. If you want to help putting the steps in place, just ask

Starting your spring cleaning? Don’t forget to declutter and organize your finances too. Here’s how.

There are smart moves for everyone, they all start with a plan, doesn't have to be huge - one small change can make a hu...
03/11/2022

There are smart moves for everyone, they all start with a plan, doesn't have to be huge - one small change can make a huge impact on future savings

This International Women’s Day embrace financial feminism and . Find out how in this article.

Address

147 Holley Avenue
Tavistock, ON
N0B2R0

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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