Shaw Investment & Insurance Solutions Inc

Shaw Investment & Insurance Solutions Inc We are committed to providing quality advice, education, superior service & innovative products. We are Sun Life advisors.

These are our 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.

06/02/2026

Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely

For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession

Let's work together to create a financial roadmap that aligns with your business ambitions. https://bit.ly/4a56dVc

Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% f...
05/29/2026

Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.

Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!

Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement...
05/29/2026

Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.

Reach out to start your journey!

Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for...
05/28/2026

Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth

Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.

Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate ...
05/27/2026

Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.

Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.

You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones....
05/25/2026

You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.

SIIS has now collected 115 jars of peanut butter! Thank you to Mitzi G. and Joan C. for your donations!! We are still lo...
05/22/2026

SIIS has now collected 115 jars of peanut butter! Thank you to Mitzi G. and Joan C. for your donations!! We are still looking to surpass last year's collection of 443 jars! Please help us to reach our goal in support of the children in this region. Donations will be accepted until June 1st.

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada ...
05/21/2026

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?

Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.

Shaw Investment & Insurance Solutions has collected 64 jars of peanut butter! Thank you to Sandra L. for your donation, ...
05/19/2026

Shaw Investment & Insurance Solutions has collected 64 jars of peanut butter! Thank you to Sandra L. for your donation, we really appreciate it!! Keep up with the donations everyone😊

Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve...
05/19/2026

Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve retention, productivity and long-term growth. From prioritizing mental well-being to encouraging healthy habits, small changes can make a big impact. Ready to strengthen your workplace? Let’s start the conversation. https://bit.ly/3R9ZjHR

Address

202-219 Labrador Drive
Waterloo, ON
N2K4M8

Opening Hours

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

Telephone

+15196033111

Website

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