Stepping Stone Financial Solutions Inc

Stepping Stone Financial Solutions Inc My goal as an advisor is to help clients. I am a Sun Life Advisor.

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, http://bit.ly/3FevgFo Clear Connection. 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.

As wealth grows, financial priorities often become more complex. Are your investments, tax strategies, estate plans and ...
09/01/2026

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

09/01/2026

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection solutions can help support your family’s ability to keep your home secure, no matter what life brings. Let's review your coverage for peace of mind. Reach out to discuss your options today. https://bit.ly/4xcm0uk

Managing diabetes comes with enough to think about— your finances shouldn’t add stress. An advisor can help you plan ahe...
08/31/2026

Managing diabetes comes with enough to think about— your finances shouldn’t add stress. An advisor can help you plan ahead with confidence and peace of mind. Read more about how personalized financial guidance can help: https://bit.ly/4h0N4aS

Then get in touch to chat more: https://bit.ly/4gDb5Vv

Ellen Demsky picked up running in her 60s. Now 84, she’s still going—and showing others how to thrive mentally and physi...
08/30/2026

Ellen Demsky picked up running in her 60s. Now 84, she’s still going—and showing others how to thrive mentally and physically.

Want your money to work for your family's future? 💰 Creating a plan to help your wealth last for generations takes more...
08/28/2026

Want your money to work for your family's future? 💰

Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.

A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come

Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://bit.ly/4qF5scs

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect wh...
08/27/2026

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect what you've built.

Let’s connect to guide you toward a retirement strategy that fits your needs. https://bit.ly/4qGnsTK

From economic shifts to hiring challenges, uncertainty has become part of doing business. Help prepare for the unexpecte...
08/25/2026

From economic shifts to hiring challenges, uncertainty has become part of doing business.

Help prepare for the unexpected, protect your income, your business and the people who rely on it with a strong strategy.

With the right guidance, you can move forward with clarity and confidence. Let’s connect to discuss a strategy that’s right for your business. https://bit.ly/45MAhCA

08/24/2026

A growing family is exciting — and it changes everything from monthly cash flow to longer-term goals. Childcare, activities, housing, education…it adds up fast. A realistic plan can help you balance today’s costs while still making progress on what matters most. Let's chat about options that will work for you. https://bit.ly/4d0aYki

Worried about the markets but unsure what to do next? The right questions can help make all the difference. Here are 4 k...
08/23/2026

Worried about the markets but unsure what to do next? The right questions can help make all the difference. Here are 4 key questions to ask before making investment decisions. https://bit.ly/4wIXhgE

Then get in touch to talk! https://bit.ly/4gtruu2

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Person...
08/21/2026

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Personal health insurance and critical illness coverage can help bridge those gaps and protect your finances if the unexpected happens. Let’s talk about a strategy that’s right for you.

Address

1445 Portage Avenue, Suite 635
Winnipeg, MB
R3G3P4

Opening Hours

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

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