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How We Work

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How We Work

Our unique Blue Whale process was designed to inspire clients to find their path to their something big.

As your advisor, we can identify opportunities and help you make informed choices for building and protecting your savings based on your goals and plans for the future.

We can help you:

  • assess your current situation by examining your finances,
  • set achievable financial goals,
  • develop a realistic plan to meet those goals,
  • put your plan into action,
  • monitor your progress to keep you on track, and update your plan to grow with your changing needs and goals.

We will work with you as much or as little as you choose. We are available to listen to your needs and concerns and work with you to come up with the best plan that suits your needs.

 

 Book an Appointment

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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.


Helpful Links

Sunlife.ca

Mortgage protection

Money for Life


Buy Coverage Online

Buy Personal Health Insurance

Buy Health Coverage Choice

Online purchase of Personal Health Insurance and Health Coverage Choice are not available in Quebec. Your advisor can help you apply.

Blue Whale Financial Inc.

We can identify opportunities and help you make informed choices for building and protecting your savings based on your goals and plans for the future.

Contact Us

 125 Ominica Street West, Moose Jaw, Saskatchewan S6H 1X1

 306-693-3088

 blue.whale.financial@sunlife.com

Life Changes. Make sure your plans keep pace.

Let's talk. Life's brighter under the sun.

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