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.

As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps ...
06/23/2026

As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps that help protect, grow, and transfer wealth more efficiently. From insurance, as part of an estate strategy, to broader diversification, we help bring the pieces together. Book a quick review.

Are you making the most of your savings for retirement? An RRSP is a practical tool that helps you build a future fund w...
06/23/2026

Are you making the most of your savings for retirement? An RRSP is a practical tool that helps you build a future fund while lowering your current tax bill. By contributing to this account, you allow your investments to grow tax-deferred until you are ready to use them. It's a simple and effective way to manage your taxes now while creating a more stable financial foundation for the years ahead.

Get started on your financial future. Contact us today.

Happy Father's Day to all the amazing dads out there.
06/21/2026

Happy Father's Day to all the amazing dads out there.

06/19/2026

Stop dwelling on past money decisions and start focusing on the road ahead.
Let us help. Call us at 519-969-1133.

A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right go...
06/19/2026

A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right goal (RRSP, TFSA, debt strategy, or a targeted savings plan) can help you build momentum. The best move depends on your priorities — and your timeline. Let’s chat about your goals.

A business built for the long term needs more than cash flow. Clear routines, healthy boundaries and the right support h...
06/16/2026

A business built for the long term needs more than cash flow. Clear routines, healthy boundaries and the right support helps teams stay engaged and productive. Let’s chat about how we can work together to support your staff and business goals.

Please join us in wishing Jim Augerman a very Happy Birthday today! 🎉We’d also like to recognize your recent milestone o...
06/15/2026

Please join us in wishing Jim Augerman a very Happy Birthday today! 🎉
We’d also like to recognize your recent milestone of 30 years in the financial services industry, a significant achievement that reflects decades of experience, commitment, and the lasting relationships you’ve built with clients over the years.
Thank you for being part of our team, and congratulations on this impressive milestone, all the best in the year ahead!!

Don't let common myths stop you from making a solid financial move. Whether you're curious about different policy types ...
06/15/2026

Don't let common myths stop you from making a solid financial move. Whether you're curious about different policy types or just want to see what your premiums would look like, we’re here to help.

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

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mo...
06/12/2026

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection insurance helps ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today.

https://bit.ly/3RW9lN8

You never know when your health might change. Having a strategy in place means you're prepared for both routine checkups...
06/11/2026

You never know when your health might change. Having a strategy in place means you're prepared for both routine checkups and unexpected illnesses. Taking care of your health should be a straightforward process. With the right coverage, you can gain access to medical services and have a framework that can help assist with the expenses.

Give us a call at 519-969-1133 to get started.

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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