Kevin Smith - Financial Planner, Sun Life

Kevin Smith - Financial Planner, Sun Life Sun Life Advisor on the WSC team, Navigating people from Point A to Point B in their financial lives I am a Sun Life advisor.

These are my 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.

On May 21st, the WSC team participated in The Bruce Trail 2026 Hike-a-thon, completing a 5km hike!  All the proceeds rai...
05/27/2026

On May 21st, the WSC team participated in The Bruce Trail 2026 Hike-a-thon, completing a 5km hike!

All the proceeds raised during our hike go directly towards the Trail Development & Maintenance Endowment Fund to ensure that the Bruce Trail remains safe and accessible today and in the future.

The team was grateful to spend some quality time together outdoors and hike for a good cause!

To learn more about the 2026 Bruce Trail Hike-a-thon, please visit their website: https://bit.ly/4afOXfZ

A couple weeks ago managing partner and advisor at WSC, Jennifer Estall, joined business coach Maggie Perotin from Stair...
05/21/2026

A couple weeks ago managing partner and advisor at WSC, Jennifer Estall, joined business coach Maggie Perotin from Stairway to Leadership on her Diamond Effect podcast. Jennifer shared her story behind co-building a financial planning firm and the leadership lessons she learned along the way.

If you are interested in learning more about Jennifer’s story, please click the link attached!

In this episode of the Diamond Effect Podcast, Maggie sits down with Jennifer Estall, Managing Partner at WSC Financial Solutions in Oakville, Ontario. Jennifer shares the real story behind building a thriving financial planning firm, includi...

Happy Victoria Day from the WSC team! We hope you and your loved ones enjoy the long weekend and festivities.
05/18/2026

Happy Victoria Day from the WSC team! We hope you and your loved ones enjoy the long weekend and festivities.

May is Leave a Legacy Month!Thinking about what you'll leave behind? Intergenerational planning is more than just number...
05/13/2026

May is Leave a Legacy Month!

Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love.

Focus on longevity this May. Reach out to a WSC advisor today to start creating your legacy!

Happy Mother's Day! We are extremely grateful for all the wonderful moms on our WSC team and throughout our communities....
05/10/2026

Happy Mother's Day! We are extremely grateful for all the wonderful moms on our WSC team and throughout our communities. Today we would like to send thanks and gratitude to all the amazing mother's out there who work so hard to support their children, your strength and dedication inspires us everyday!

During this Mental Health Week, it is important to remember that your mental wellbeing is just as important as your phys...
05/07/2026

During this Mental Health Week, it is important to remember that your mental wellbeing is just as important as your physical health.

Financial stress can take a real toll on your mental health and that's why at WSC we focus on bringing clarity and structure to your financial picture. Our advisors understand that every financial journey is different, and formulate solutions & strategies based off your unique needs.

Prioritize your mental wellbeing this week by discussing ways you can feel financial peace of mind with a WSC advisor.

The WSC team is growing again! We are very excited to welcome our new team member, Nimrah Mirza, who will be joining the...
05/01/2026

The WSC team is growing again!

We are very excited to welcome our new team member, Nimrah Mirza, who will be joining the team as an Advisor Assistant! Here is a little bit about Nimrah:

Nimrah is a dedicated professional with a background in banking, taxation, and sales, bringing a well-rounded perspective to supporting advisors and enhancing client experiences. She holds a Bachelor of Arts in Economics, providing a strong foundation in financial principles.

Outside of work, Nimrah enjoys staying active through sports and exploring new places through travel.

Thinking of retirement? You're not alone - and the good news is you don't have to navigate it solo either. At WSC our ad...
04/29/2026

Thinking of retirement? You're not alone - and the good news is you don't have to navigate it solo either. At WSC our advisors focus on helping pre - retirees and retirees navigate the complexities of retirement planning, using advanced metrics and tailored strategies to map out a secure financial future.

Reach out to a WSC advisor today to discuss how you can start working towards what you've envisioned for your retirement.

Did you know this week is National Volunteer Week in Canada? One of our core values at WSC is “paying it forward”. In ad...
04/24/2026

Did you know this week is National Volunteer Week in Canada? One of our core values at WSC is “paying it forward”. In addition to many of our team members volunteering regularly, the WSC team will be participating in the Bruce Trail 2026 Hike-a-thon this May. We’ll be hiking to spread awareness and raise funds for the Bruce Trail Conservancy.

All proceeds made during the Hike-a-thon will go towards the Trail Development & Maintenance Endowment Fund to ensure that the Bruce Trail remains safe and accessible today and the future, allowing generations to come the chance to connect with nature.

Thinking about hiking for a good cause this May? To learn more about the 2026 Bruce Trail Hike-a-thon, please visit their website: https://bit.ly/42ozp5k

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1235 North Service Road West, Suite 102
Oakville, ON
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