Kevin Smith - Financial Planner, Sun Life

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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.

09/03/2026

This past week we celebrated WSC Advisor, Jamison and Advisor Assistant, Cindy birthdays with some cake in the office! Our WSC team is very important to us and we take pride in recognizing our staffs accomplishments and celebrations!

Happy Birthday again, Cindy and Jamison!

08/28/2026

Protecting your children means thinking about both today and the future.

Life insurance for children can be a valuable part of long-term financial planning. Securing coverage at a young age could help protect their future insurability and provide a foundation of coverage that can continue with them as they grow into adulthood.

Every family’s needs are different. Speaking with a WSC advisor can help you understand the options available and whether life insurance for your child is the right fit for your family.

08/20/2026

At WSC we understand that retirement is a unique journey for everyone, this is why our advisors believe in crafting customized retirement strategies that align with your goals.

Whether its longevity planning, tax minimization strategies, estate planning or overall preparing for your financial future, we've got you covered.

Reach out to a WSC advisor today to start working towards your dream retirement!

08/14/2026

We’re excited to announce that WSC Financial Solutions is now on Instagram!

Follow along as we share practical financial insights, planning tips, updates from our team, and information designed to help you feel more informed about your financial future.

Whether it’s investments, insurance, retirement planning, or simply getting a better understanding of your finances, we look forward to connecting with you in a new way.

Follow us on Instagram and stay connected with WSC Financial Solutions at

08/05/2026

Retirement may seem far away, but the financial decisions you make today can have a lasting impact. A Registered Retirement Savings Plan (RRSP) can help you effectively save for your future while helping you build long - term financial security.

Reach out to a WSC advisor today to discuss how a RRSP can benefit you!

07/31/2026

Buying a home for the first time and considering an First Home Savings Account (FHSA)?

Here are a few FHSA benefits that you should know about:

- FHSA contributions may reduce your income that is tax
- Tour savings can grow without being taxed each year
- Qualifying withdrawals don't require repayment
- The account offers structure and flexibility for different timelines

If you are interested in discussing how a FHSA can benefit you, reach out to a WSC advisor today!

07/29/2026

WSC advisors listen and understand what's important to you. Having an advisor can help you set clear investing goals, develop a plan for building your wealth over time, and guide you when things change, such as life events, world or market events, new investment ideas or career changes.

Reach out to a WSC advisor today to start building your road map to success!

07/26/2026

Check out these tips to help your retirement savings go farther:

- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage

Reach out to a WSC advisor today to discuss what financial actions could help you reach your retirement goals.

07/22/2026

Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can play a key role in supporting your overall financial approach.

Reach out to a WSC advisor today to review your coverage and make sure it fits your needs.

07/19/2026

Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve.

Reach out to a WSC advisor today to build an investment approach designed around you.

Address

1235 North Service Road West, Suite 102
Oakville, ON
L6M2W2

Telephone

+19058279811

Website

https://advisor.sunlife.ca/wsc.financial.solutions/

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