I help individuals, families and businesses build a solid financial plan and protect what is most important to them.
I have been an advisor with Sun Life for over 4 years but have been a business owner in the area for 20 years. I have my mutual fund license and can help clients invest with TFSAs and RRSPs, with a wide variety of investment options. I am licensed to sell a multitude of insurance products from life insurance, critical illness and health insurance as well as group benefits for business. My goal is to provide my clients with excellent customer service and bring financial literacy to our community.
I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and prepare for the future. I am a Sun Life Financial advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life Financial.
A clear connection: Your relationship with Sun Life Financial http://bit.ly/ClearConnection.
Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc. For information about my licensing, please visit my Sun Life website at: https://www.sunlife.ca/amy.wickenden.
Sun Life Assurance Company of Canada is a member of the Sun Life Financial group of companies. © Sun Life Assurance Company of Canada.