Sun Life Financial - Rick Kelly

Description

Do you know the feeling you get when you've helped someone make a decision that's really going to make a big change for the better? That's how I feel working with my clients - whether it's creating a financial plan, building an RRSP portfolio or helping them protect their family with insurance. I want to be the person they call whenever they need answers to any of their financial questions. Please feel free to contact me with your questions, too. I'll be happy to be of service to you.
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 Contact me today!