Karen Giles Sun Life Financial Advisor

Description

Looking for insurance or financial advice?
You have goals for your future, but do you have a plan to get there? As a Sun Life Financial advisor since 2009, I help clients make informed financial decisions to reach their goals. I can help you build your comprehensive plan to better manage risk, pay less tax, and build your retirement. Preparing for an appointment 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 amounts - Pension and registered savings information - Assets and debts - Financial information for any business you own Critical Illness We can help you be financially prepared for a serious illness. Critical illness insurance helps ease the financial worries so you can concentrate on recovery. Contact me today for more information.