Financial advisors are an important resource that focuses on helping you with your financial needs, whether it is to make a budget, repay your debts, or start investing. Sun Life has a team of advisors that can help you make informed decisions with professional advice. They will take the time to listen to your financial goals and learn what’s most important to you and your family. Learn what a Sun Life Financial advisor can do for you and your financial future.
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Sun Life
Sun Life is a proudly Canadian company established over 150 years ago. Sun Life is committed to helping Canadians achieve lifetime financial security and live healthier lives.
You might have heard about their life insurance products, but they offer so much more:
- Financial planning
- Estate planning
- Retirement planning
- Insurance coverage
- Investment
Get personalized advice
Most of us have become adults without some necessary skills and knowledge, especially when it comes to finances. This is the very reason why I’ve created my blog.
As I have mentioned previously, I’ve made my first real budget in 2020, in my early thirties, and I would not have been able to do it without the valuable help of my financial advisor.
Sun Life Financial advisors can help you plan for all life’s stages, including:
- Starting a family
- Owning a home
- Managing your career
- Managing your health
- Planning for retirement
Whether you are just getting out of school and are starting your life as an adult, or are closer to retirement, Sun Life Financial advisors can help you manage your financial projects so you can enjoy life.
Make informed decisions
Sun Life Financial advisors are there to support you and educate you so you can make informed decisions about your finances.
By taking the time to help ensure you understand your options, they can help you develop a personalized plan with your own needs and situation so that you can reach your financial goals.
Understanding finances
This aspect is very important to me. Finances are personal but it is crucial to have someone on your side that will take the time to explain to you these important aspects of your life.
For instance, when you are fresh out of school in your twenties, you don’t necessarily think about life insurance or your retirement fund. However, you will need to start thinking about your financial future, and the sooner the better.
Questions your Financial advisor might ask you
To help you with your financial goals, your Sun Life Financial advisor will need to have a good overview of your situation.
They might ask you questions such as:
- What is your current financial situation?
- Do you have a budget or a financial plan?
- What are your short-term and long-term goals?
- Do you have insurance policies?
- Do you have investments, like Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TSFA), mutual funds, etc.?
- What is the most important to you when you think of your finances?
- Do you have debts, like a mortgage, car loan, student loans, credit card balance, etc.?
- Do you have employee benefits with your employer (e.g., Health insurance, Defined Contributions pension plan, etc.)?
From there, the Sun Life Financial advisor will review your information and help you develop a personalized plan that suits your needs.
Take control of your finances
Having a clear plan and specific goals for your finances will not only help you stay on track but will most likely motivate you to reach the milestones you have set.
With a Sun Life Financial advisor, you can invest your money in products you understand, and have confidence your assets are protected.
Your finances are a very important aspect of your adult life. With the support of an advisor, you can achieve your financial goals. Request to meet with a Sun Life Financial advisor today.
This article is intended to provide general information only. Sun Life Assurance Company of Canada and its Affiliates (Sun Life) do not provide legal, accounting or taxation advice to advisors or clients. Before acting on any of the information contained in this article, make sure you seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.