Sunlife Financial – James Paul
James Paul and his associates are a team dedicated to helping clients achieve financial success. In today's world, we believe a team approach allows our organization to provide high quality information about financial products and services. Call us to learn more about us, and what we can do for you.
I can help you
-Protect your family from the unexpected.
-Build & protect your savings.
-Build your plan for the future.
-Protect your health care options.
-Save for your goals...whatever they may be.
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
I can help you
-Protect your family from the unexpected.
-Build & protect your savings.
-Build your plan for the future.
-Protect your health care options.
-Save for your goals...whatever they may be.
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
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Sunlife Financial – James Paul
