SDR Insurance and Financial Serv.
Job title: Financial Planner, Sun Life, CHS™, CLU®
Languages spoken: English
Area(s) served: Ontario
Helping your family
Custom financial planning
When working together, my team and I take time to listen so we can deeply understand your financial situation. Then, we can create your custom financial plan. As your life changes, your financial plan should change with it. You can count on us to be there throughout the different life stages you go through and adjust your plan to your goals as needed.
We work with:
- individuals,
- young couples,
- families,
- business owners and
- retirees.
Our office is in Richmond Hill, Ontario. For in-person appointments, my team and I service the York region. We’re happy to service the rest of Ontario virtually. Contact our office to book your appointment.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Let’s establish goals, reach goals and protect what matters most to you - together.
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.
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