TheWorks Financial Solutions Inc.

TheWorks Financial Solutions Inc. We strive to provide our clients with quality service, products that meet their needs, and to build relationships that help develop a bright financial future.

Jason Trudeau*, Sun Life Advisor
Brian Grundner*, Sun Life Advisor

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 bu

siness through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key pers...
06/02/2026

Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://bit.ly/49APetR

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!

One of the most frequent questions we receive is how to effectively save for a child’s education. The answer is often fo...
05/28/2026

One of the most frequent questions we receive is how to effectively save for a child’s education. The answer is often found in the Registered Education Savings Plan. Beyond your own contributions, the RESP allows you to access the Canada Education Savings Grant, which provides up to a 20 percent match on your savings, up to a maximum of $500 annually on the first $2,500 contributed. This benefit can reach a lifetime maximum of $7,200 per child.

Call us at 519-969-1133 to learn more.

Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds,...
05/26/2026

Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.

Managing multiple assets requires a clear strategy to ensure your investments work together toward your long term financ...
05/26/2026

Managing multiple assets requires a clear strategy to ensure your investments work together toward your long term financial goals. Speaking with us at TheWorks can help you coordinate your protection and savings to achieve a more balanced and secure future.

Call us at 519-969-1133.

Kim has dedicated more than 15 years to the financial services industry, where she focuses on creating personalized stra...
05/22/2026

Kim has dedicated more than 15 years to the financial services industry, where she focuses on creating personalized strategies for every Client. She manages office operations and Client relations with a strong commitment to providing a high quality service experience. In her role as the administrative support lead, Kim also coordinates internal initiatives and promotes professional growth for the entire team.

Kim resides in Windsor with her husband and two daughters.

Connect with TheWorks Financial Solutions Inc. to discover how we can help you toward your future goals.
✉️ [email protected]
📞 519-969-1133 ext. 27

Dreaming of owning your first home? You might not know all the tools available to help you get there. From RRSP Home Bu...
05/22/2026

Dreaming of owning your first home? You might not know all the tools available to help you get there.

From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!

Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepr...
05/19/2026

Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.

05/19/2026

Planning for post-secondary education requires a strategy. We can help.
Contact TheWorks Financial Solutions Inc. to discuss how an RESP could fit into your child's financial future. Give us a call at 519-969-1133 today.

Happy Victoria Day! Enjoy the long weekend.
05/18/2026

Happy Victoria Day! Enjoy the long weekend.

Address

2557 Dougall Avenue Suite 2
Windsor, ON
N8X1T5

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

Telephone

+15199691133

Website

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