Beatty Financial Solutions Inc.

Beatty Financial Solutions Inc. 566 Peel St. Woodstock, ON
519-537-3768 Jack Beatty - Advisor, Sun Life

Steve Beatty

Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial ...
06/05/2026

Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!

https://bit.ly/4vb6m29

Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings al...
06/04/2026

Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.

📈 Myth: Market ups and downs can derail even the best retirement plans. Sun GIF Solutions Income Series offers a guaran...
06/04/2026

📈 Myth: Market ups and downs can derail even the best retirement plans.

Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.

Let’s talk about whether Sun Life GIFs are the right choice for your retirement.

Discover how permanent life insurance can help safeguard your wealth, smooth portfolio ups and downs and boost your esta...
05/30/2026

Discover how permanent life insurance can help safeguard your wealth, smooth portfolio ups and downs and boost your estate value.

Whether you're looking to navigate market uncertainty, want reliable retirement income or hoping to maximize your legacy, permanent life insurance can help deliver the protection you need and the performance you want.

For informational purposes only. Ready to explore this powerful asset? Let's chat! https://bit.ly/4vj1d7M

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!

Life insurance isn't just about protection, it can be a smart way to build wealth. When you choose permanent life cover...
05/29/2026

Life insurance isn't just about protection, it can be a smart way to build wealth.

When you choose permanent life coverage, you're creating an asset that grows over time, offers tax advantages and helps give you financial flexibility when you need it.

For informational purposes only. Curious to see how you could use life insurance as an asset? Let's chat!

🔒 Myth: Money in a segregated fund is locked in. Your money can be accessed at any time; however, withdrawals will imp...
05/28/2026

🔒 Myth: Money in a segregated fund is locked in.

Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.

Get in touch to discuss whether a segregated fund is the right choice for your investments!

You're building your future – let's help make sure it's protected. Whether you're planning for your growing family or t...
05/28/2026

You're building your future – let's help make sure it's protected.

Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.

When it comes to your portfolio, you don’t have to choose between growth and stability. Adding permanent life insurance...
05/28/2026

When it comes to your portfolio, you don’t have to choose between growth and stability.

Adding permanent life insurance to your portfolio can give you the best of both worlds. It can deliver exceptionally low volatility while historically providing reliable, tax-efficient returns.

For informational purposes only. Want to see how permanent life insurance could boost your portfolio? Let's chat! https://bit.ly/3RDvgs8

Address

566 Peel Street
Woodstock, ON
N4S1K4

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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