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.

Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help a...
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.

There are 6.2 million Canadians living with a disability.  Disability Pride Month celebrates the cultures, diversity and...
07/16/2026

There are 6.2 million Canadians living with a disability.

Disability Pride Month celebrates the cultures, diversity and contributions of persons who experience disability, making up 22% of the Canadian population. Many of these disabilities can be invisible. The leading cause of Long - Term Disability (LTD) claims are due to mental health issues, while the second leading cause are musculoskeletal conditions, making up 19% of claims.

If you don’t have a plan in place to replace your income in the event that you were temporarily or permanently unable to work, one of our WSC advisors would be happy to help.

To learn more about Disability Pride Month, please visit: https://bit.ly/4fm2aWz

Managing your finances is easier when everything is aligned.  Having your insurance and investments in one place helps e...
07/11/2026

Managing your finances is easier when everything is aligned.

Having your insurance and investments in one place helps ensure every piece of your financial picture is aligned with your goals. At WSC, our advisors take a holistic financial planning approach so you can move forward with confidence knowing your finances are working together - not in separate pieces.

Reach out to a WSC advisor today to start working on your financial plan!

School may be out, but planning for your child's future is never finished. An RESP is one of the smartest ways to save f...
07/09/2026

School may be out, but planning for your child's future is never finished.

An RESP is one of the smartest ways to save for your child's education while taking advantage of valuable government grants. The earlier you start, the more time your savings have to grow.

If you would like to learn more about how a RESP can benefit your family, reach out to a WSC advisor today!

At WSC, we recognize that as a business owner, you have unique financial needs that extend beyond your personal wealth. ...
07/04/2026

At WSC, we recognize that as a business owner, you have unique financial needs that extend beyond your personal wealth. Our dedicated team focuses on helping you manage both your personal and corporate assets, while offering a wide range of financial services tailored to your specific requirements.

Reach out today to discuss your financial corporate needs!

Happy Canada Day from the WSC team! We hope your Canada Day is full of fun celebrations and great company. We are very p...
07/01/2026

Happy Canada Day from the WSC team! We hope your Canada Day is full of fun celebrations and great company. We are very proud to be Canadian!

Did you know that there are approximately 108,707 strokes each year in Canada? This roughly breaks down to one stroke ev...
06/26/2026

Did you know that there are approximately 108,707 strokes each year in Canada? This roughly breaks down to one stroke every 5 minutes.

During this Stroke Awareness Month, we feel it is important to spread awareness of the prominent levels of strokes experienced in Canada, as well as the life saving warning signs that can be noticed while someone is having one.

In 2014, the Heart & Stroke Foundation of Canada launched the FAST campaign as a simple and effective way to help Canadians recognize and remember the most common signs of stroke and know to act right away. These are the important warning signs they shared:

F - Face: is it drooping?
A - Arms: can you raise both?
S - Speech: is it slurred or jumbled?
T - Time: to call 9-1-1 right away.

Recognizing the signs of stroke and acting quickly can mean the difference between life and death for yourself, or someone else around you.

Spread awareness this Stroke Awareness Month by learning more about the warning signs, and the benefits of knowing them:
https://bit.ly/4oUz2Kq

As wealth grows, so does complexity. At WSC, our advisors are devoted to empowering you to achieve your financial aspira...
06/25/2026

As wealth grows, so does complexity. At WSC, our advisors are devoted to empowering you to achieve your financial aspirations by providing guidance in wealth growth, tax efficiency and innovative insurance strategies. It is important to us that you are provided with the right steps to help move you towards unlocking your financial potential!

Interested in growing your wealth? Reach out to a WSC advisor today!

Happy Father’s Day from the WSC team! Today we celebrate all the wonderful dads and father figures who guide, support, a...
06/21/2026

Happy Father’s Day from the WSC team!

Today we celebrate all the wonderful dads and father figures who guide, support, and inspire us. We are extremely grateful for all the amazing dads on our WSC team and throughout our communities. Sending thanks to all of you for the positive impact you make on us everyday!

We're halfway through the year - have you checked in on your financial goals? Whether you're saving for retirement, mana...
06/13/2026

We're halfway through the year - have you checked in on your financial goals?

Whether you're saving for retirement, managing investments and insurance or planning for your family, now is a great time to review your progress and make sure you are on the right track to acquiring your desired financial future.

Small changes today can have a meaningful impact tomorrow. Reach out to your WSC advisor today to schedule a review!

Address

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

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