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Products and Services

At Blue Whale Financial Solutions Inc, we work with an extensive team of professionals to help you create a financial plan designed specifically for you.

1
 

Estate and Financial Planning Services:

 

  1. Comprehensive and complimentary tax, retirement and estate planning

 

2
 

Life and health insurance:

 

  1. Life insurance – all types, personally tailored to fit your future needs
  2. Critical illness insurance
  3. Disability insurance
  4. Personal health insurance
  5. Long-term insurance

 

3
 

Investment strategies:

 

  1. Investment solutions including mutual funds* and segregated fund contracts
  2. Tax planning
  3. Registered accounts (RRSPs, TFSAs, RESPs*, pensions, etc)
  4. Tax-efficient non-registered accounts
  5. Accumulation and Payout Annuities
  6. Guaranteed Investment Certificates (GICs)**

 

4
 

Business Solutions:

 

  1. Group benefits – extended health care, travel, dental, vision
  2. Key person insurance
  3. Pension planning
  4. Corporate investment strategies
  5. Corporate structure planning and review

 

5
 

Access to our unique relationships with external specialists in regards to:

 

  1. Mortgages
  2. General insurance
  3. Accounting
  4. Legal
  5. Private banking

 

 

* Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.

**Guaranteed Investment Certificates (GICs) issued by Sun Life Financial Trust Inc.

 Book an Appointment

 Contact Us

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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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