Dc Foresight Financial Services Inc

At DC Foresight Financial Services Inc. we work with individuals to achieve their financial aspirations through each stage of their life. We work closely with families, business owners to build their risk management and wealth portfolios and provide solutions to meet their needs and goals. A Sun Life advisor 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 strongly value lifestyle financial strategies through five main steps: Step 1 - Assess your current situation.(Life History and Transition Profile)"Where you have come from and where you are today" Step 2 - Set your goals.(Your Vision of Success)"Goals, Dreams, Aspirations" Step 3 - Develop your plan.(The Facts)"Cash Flow, Budget, Income, Assets, Liabilities" Step 4 - Implement your plan.(Strategic Planning for Vision)"Recommendations for attaining goals while minimizing risks Step 5 - Monitor and update as needed.(Education and Communication)"Annual Reviews, Newsletters, Emails Colleen Sutherland - Advisor, Sun Life / Partner, DC Foresight Financial Services Inc. David Walter - Financial Planner, Sun Life/ Partner, DC Foresight Financial Services Inc. Juliano Mazzarelli - Associate Advisor, Sun Life Gurinder Pal Singh - Associate Advisor, Sun Life Vanessa Fabiani - Service Associate, Sun Life Elisha Khatri - Service Associate, Sun Life We are Sun Life advisors. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. 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.