Retirement. That, in one word, is what I help my clients with. Getting to, and through, retirement, with your finances optimized and protected. Growing your retirement investments in the most tax-efficient manner and then accessing them in a similarly smart manner during retirement and ultimately passing them on based on your specific wishes as part of your estate plan. I am a Certified Financial Planner (CFP) and I've spent my entire 30+ year career in banking and insurance. I partner with Sun Life as it provides me with an open, fee-based investment platform utilizing both active and passive investments with industry-leading firms such as Fidelity, RBC, TD, BMO, CI Investments, Mackenzie, Sun Life, Manulife, and many others. For those of you who own businesses, I partner with a number of leading Group RRSP providers.If you would like to discuss how you and your family can get to and through retirement with your unique goals in mind, feel free to reach out to me at (416) 993-0405 or ted.wheatley@sunlife.com.Please note: I am a Sun Life associate advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. I am pleased to be associated with Michael Bulloch, advisor with Sun Life.A clear connection: Your relationship with Sun Life Financial bit.ly/3FevgFoAdvisors 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.