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The Financial Innovators Group

Designing Your Future

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We Demystify

Financial Planning

by helping you turn ideas into solutions

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We Encourage you to

Think of the Possibilities

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Are You Ready?

The Financial Innovators Group will encourage you to envision your full financial potential and help you to implement strategies to move you towards your financial goals.

From your aspirations, we can help you create a blueprint based on a solid foundation of financial knowledge. We will explore your goals and assist you in drafting an actionable framework by identifying opportunities and helping mitigate financial risks. 

From concept to completion, our talented team and network of professionals will offer you deep insight with exemplary service that will help you achieve solid financial security

 

Brian in the Media

Brian on BNN - Wills, inheritance and estate planning
On CTV News - Optimistic about retirement

 

Tools and Resources

Learn & Plan - Sun Life Financial
CRA Small Business
 

 

Value of Advice

Statistics show that investors who work with financial advisors have more than 4 times the financial assets of those who go it alone...

Our Solutions

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.

Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

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