Trustworthy advice you can count on. Your financial strategy should be as unique as you are. Whether you're just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Services and solutions

We offer a wide variety of services and solutions to meet your needs. We have helped many people, including minor hockey referees, stock car drivers, and people who work in radio, television, and newspaper. Browse through some of the products and services we offer and contact our office for more information.

Life Insurance – Participating Insurance, Permanent Insurance, Universal Insurance, and Term Insurance

Health Insurance – Critical Illness Insurance, Personal Health Insurance, Long Term Care Insurance, Long Term Disability Insurance

Wealth Management – Registered Retirement Savings Plans, Registered Education Savings Plans, Tax Free Savings Accounts, Segregated Funds, GIC’s, Accumulation Annuities

Retirement Planning – Pension Transfers, Registered Retirement Income Funds, Life Income Funds, Guaranteed Retirement Income, Payout Annuities  

Estate Planning – Complete Estate Financial Planning Services

Workplace Solutions – Group Retirement Plans, Employee Benefit Plans, Health Spending Accounts

https://advisor.sunlife.ca/middletonfinner.financial