Content published by Pilkey Investment and Insurance Solutions Ltd

myth:	I'm not wealthy enough to work with a financial advisor.
truth:	Everyone can benefit from sound financial planning advice, no matter how much money you have to work with. In fact, the tighter your budget, the more important it is to spend your money wisely.

Do I need an advisor?

An advisor identifies financial opportunities and helps you make well informed financial planning choices for building and protecting your savings, based on your goals and plans for the future. They make it easier.

An advisor can help you to:

Assess your current situation by examining your finances
Set achievable financial goals
Develop a realistic plan to meet those goals
Understand how all the pieces fit together
Put your plan into action
Monitor your progress to keep you on track
Update your plan to grow with your changing needs and goals

Of Canadians who work with a financial advisor:

92% are confident they will be able to take care of basic living expenses in retirement
73% are confident they will be able to enjoy the lifestyle they want in retirement
72% feel they have the financial knowledge to be able to plan for retirement

Based on an Ipsos Reid poll, conducted between November 29 and December 6, 2012, on behalf of Sun Life Financial.

What does a Sun Life Financial advisor cost?

Working with a Sun Life Financial advisor costs you nothing. You will not be billed for their services. The advisor earns a commission or fee on the financial products you buy. If you don't buy, you don't pay.

One moment please...

Taking too long?

My Lists

My Registries

My Cart

My Profile

My Business

Do I need an advisor?

What does a Sun Life Financial advisor cost?