Steve Sutherland - Advisor, Sun Life

Set goals, save for the future, manage the risks. It takes careful planning to achieve your goals and protect yourself in case the unexpected occurs.

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Achieve your financial freedom for life

Life’s filled with unexpected events that could dramatically affect your lifestyle and retirement goals – a financial emergency, health crisis or if you (or someone you love) dies young. It takes careful planning to achieve your goals and protect yourself in case the unexpected occurs.

This is where I can help. I work with clients like you to create a customized financial security plan based on your needs, goals and risk tolerance, to address four key areas:

Financial security for your family when you die

Protection in case you become seriously ill or can’t work because of a disability

Retirement planning

Ensure you have funds for a rainy day (liquidity)

To do so I’ll need to:

Gain a clear understanding of your goals and dreams

Look at your situation and identify any gaps

Build a plan to help you achieve both long and short-term goals

Review your financial security plan regularly to make sure it meets your changing needs.

Contact the business

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Telephone

+19055167316

Website

https://advisor.sunlife.ca/stephen.sutherland/

Address

Stipley Neighbourhood
Hamilton, ON