What are the opening hours?

Monday 8:30am - 4:30am Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Walsh Financial Solutions Ltd.

Home
Canada
Cobourg, ON
Walsh Financial Solutions Ltd.

A lifelong entrepreneur with two amazing children and a superhero for a wife, I understand the challenges of life.

A financial plan provides a road map to meet those challenges.

08/25/2026

From economic shifts to hiring challenges, uncertainty has become part of doing business.

Help prepare for the unexpected, protect your income, your business and the people who rely on it with a strong strategy.

With the right guidance, you can move forward with clarity and confidence. Let’s connect to discuss a strategy that’s right for your business. https://bit.ly/4gibn3R

08/11/2026

Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.

07/28/2026

Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.

Let’s review your strategy to find ways to strengthen your margins.https://bit.ly/4g0APKM

07/14/2026

You’ve worked hard to build your business, but without clear next steps, transitions could put it at risk.

A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps. https://bit.ly/4vsLP8k

06/30/2026

Unexpected events don’t send calendar invites. A back-up plan can help your business stay steady if a key person becomes suddenly unavailable, or revenue unexpectedly dips. Let’s pressure-test “what ifs” for your business and build a strategy that helps protect both your company and your personal finances. https://bit.ly/4eSKlho

06/05/2026

Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.

06/03/2026

Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://bit.ly/4a9EPFz

05/19/2026

Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.

04/21/2026

Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.

Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.

03/10/2026

Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps. https://bit.ly/4rXwZWs

Address

739 D'Arcy Street, Suite 301
Cobourg, ON
K9A0H6

Opening Hours

Monday	8:30am - 4:30am
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Website

https://advisor.sunlife.ca/walsh.financial/, http://bit.ly/3FevgFo

Alerts

Be the first to know and let us send you an email when Walsh Financial Solutions Ltd. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.