Welcome to Stairway Financial Solutions Inc. We help families, family-owned businesses and retirees with all the steps needed to build a clear comprehensive financial plan.
Victoria Milligan - CFP®, CHS™, CLU® - Financial Planner, Sun Life | Managing Partner, Stairway Financial Solutions Inc.
Victoria Milligan has worked in partnership with Sun Life Financial since 2014. She is passionate about continuing her education and pursuing designations in the financial services industry. In the past seven years Victoria has successfully completed the following designations: CERTFIED FINANCIAL PLANNER®, Chartered Life Underwriter®, and Certified Health Insurance Specialist™. Not only does she believe in her own continued education, she also educates Clients to ensure they understand the financial planning journey. As a Financial Planner she works with you to help discover the best strategy to meet your needs.
Jake Milligan - CFP® - Financial Planner, Sun Life | Managing Partner, Stairway Financial Solutions Inc.
Jake Milligan has been in partnership with Sun Life since 2015. After two years in Management developing and training new Advisors, in 2019, Jake chose to return to operating as an Advisor. Since then, he has successfully completed his CERTFIED FINANCIAL PLANNER® and Chartered Life Underwriter® designations. Whether you’re thinking about your family, health or retirement, he’ll work with you to help you discover the best strategy to meet your needs.
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
Stairway Financial Solutions Inc. Questions
Stairway Financial Solutions Inc.'s website is http://www.sunlife.ca/stairway.financial
Stairway Financial Solutions Inc.'s LinkedIn profile is https://ca.linkedin.com/company/stairway-financial-solutions-inc
Stairway Financial Solutions Inc. has
8 employees.
View email and phone details for 8
employees at Stairway Financial Solutions Inc..
Stairway Financial Solutions Inc.'s industry is
Financial Services
Stairway Financial Solutions Inc.'s top competitors are
Knightsbridge Development Corporation Canada,
C.r. Smith Financial,
Sun Life,
Canadian Chamber Of Commerce,
Roybyrns & Associates,
The Steele Group,
Mercer.
Stairway Financial Solutions Inc.'s categories are Financial Services
