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Lifelong Financial Solutions
About us
A Lifelong Financial advisor can identify opportunities and help you make informed choices for building and protecting your savings based on your goals and plans for the future.
We strongly value lifestyle financial planning through five main steps:
Step 1 - Assess your current situation. (Life History and Transition Profile)
"Where you have come from and where you are today"
Step 2 - Set your goals. (Your Vision of Success)
"Goals, Dreams, Aspirations"
Step 3 - Develop your plan. (The Facts)
"Cash Flow, Budget, Income, Assets, Liabilities"
Step 4 - Implement your plan. (Strategic Planning for Vision)
"Recommendations for attaining goals while minimizing risks involved"
Step 5 - Monitor and update as needed. (Education and Communication)
"Annual Reviews, Newsletters, Emails etc.,"
We can help you:
Assess your current situation by examining your finances, set achievable financial goals, develop a realistic plan to meet those goals, put your plan into action, monitor your progress to keep you on track, and update your plan to grow with your changing needs and goals.
Our advisors will work with you as much or as little as you choose. They'll be available to listen to your needs and concerns and work with you to come up with the best plan that suits your needs.
We have two locations:
Ottawa/Manotick
1143 Mill Street, Box 866
Manotick, ON
K4M 1A7
t: (613)692-0804
Pembroke/Ottawa Valley
220 Pembroke Street East
Pembroke, ON K8A 3J7
t: (613) 732-1374
*I am a Sun Life Financial Advisor. These are my personal opinions, not professional advice, and they do not reflect the official positions of Sun Life Financial.
*A clear connection - Your relationship with Sun Life Financial: http://cdn.sunlife.com/static/canada/digital_media/Clear_Connections/IND_ClearConnections_EN_E.pdf
*Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada Inc.)
*Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.... show more show more
We strongly value lifestyle financial planning through five main steps:
Step 1 - Assess your current situation. (Life History and Transition Profile)
"Where you have come from and where you are today"
Step 2 - Set your goals. (Your Vision of Success)
"Goals, Dreams, Aspirations"
Step 3 - Develop your plan. (The Facts)
"Cash Flow, Budget, Income, Assets, Liabilities"
Step 4 - Implement your plan. (Strategic Planning for Vision)
"Recommendations for attaining goals while minimizing risks involved"
Step 5 - Monitor and update as needed. (Education and Communication)
"Annual Reviews, Newsletters, Emails etc.,"
We can help you:
Assess your current situation by examining your finances, set achievable financial goals, develop a realistic plan to meet those goals, put your plan into action, monitor your progress to keep you on track, and update your plan to grow with your changing needs and goals.
Our advisors will work with you as much or as little as you choose. They'll be available to listen to your needs and concerns and work with you to come up with the best plan that suits your needs.
We have two locations:
Ottawa/Manotick
1143 Mill Street, Box 866
Manotick, ON
K4M 1A7
t: (613)692-0804
Pembroke/Ottawa Valley
220 Pembroke Street East
Pembroke, ON K8A 3J7
t: (613) 732-1374
*I am a Sun Life Financial Advisor. These are my personal opinions, not professional advice, and they do not reflect the official positions of Sun Life Financial.
*A clear connection - Your relationship with Sun Life Financial: http://cdn.sunlife.com/static/canada/digital_media/Clear_Connections/IND_ClearConnections_EN_E.pdf
*Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada Inc.)
*Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.... show more show more
Recommendations and reviews from 1 person
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Referral from
July 7, 2017
Tanya V. asked:Looking for a life insurance broker! Someone coolColleen J. replied:We're totally cool! https://www.facebook.com/1442938222653650 Lifelong Financial Solutions Life insurance doesn't have to be a dull conversation!
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