Life can be busy. Having a plan to meet our future goals can make a big difference later in life. We understand that retirement planning takes time, and as we get older our needs change.
At Optim Financial Solutions, we aim to be flexible by working with your schedule and offering you personalized options. Our planning process helps you move forward on strategies and steps to meet your financial, health and retirement needs.
We believe collaboration is key. Feel at ease knowing we’re here to work on your plan and customize it with you as needs change. Our combined knowledge and experience helps you enhance investments and prepare for the future.
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/ClearConnection.
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.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 400 Elizabeth St, Unit I,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Mutual Funds, Life Insurance, Health Insurance, Guaranteed Investments (GIC), Accumulation Annuity.
- HQ
- Guelph, Ontario
Optim Financial Solutions Inc Questions
Optim Financial Solutions Inc's website is https://advisor.sunlife.ca/optim/
Optim Financial Solutions Inc's LinkedIn profile is https://ca.linkedin.com/company/optimfinancial
Optim Financial Solutions Inc has
9 employees.
View email and phone details for 9
employees at Optim Financial Solutions Inc.
Optim Financial Solutions Inc's industry is
Financial Services
Optim Financial Solutions Inc's top competitors are
Manitoba Hydro,
Life Benefit Solutions,
Cvs Health,
Jg Benefits Inc.,
Wp Pensions + Benefits,
Nsf,
Cinup.
Optim Financial Solutions Inc's categories are Financial Services
Optim Financial Solutions Inc's founding year is 2004
