I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:Salary or income, investments and insurance amountsPension and registered savings informationAssets and debtsFinancial information for any business you ownI am a Sun Life advisor. These are my 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/3FevgFo.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.