When was the last time someone took a real personal interest in your investment and insurance planning?
Whether you are looking for a competitive product, second opinion, or complete financial plan, I can help.
Deal with an individual who will take a real and proactive interest in your financial future.
Tow set up a short introductory meeting, feel free to cal my office (519) 538-2102
or e-mail me at owen.craig@sunlife.com
I would welcome the opportunity to earn your trust and your business.My Background
I have a Bachelor of Commerce degree from the University of Guelph and a Master of Arts in Economics from Queen's University.
After a few years working in mutual funds, I moved to Calgary to trade energy. Twelve years later I was managing a portfolio worth over $200 million.
At that time, Sun Life approached me about utilizing my skills to develop lifelong financial solutions that work for people. Since 2008 I have been helping people plan for their future, protect their families, and build their retirement savings.
Let's talk about how I can help you.more...See more text
Products and Services
Life Insurance,
Health Insurance,
Registered Investments,
Savings And Investments,
Benefit Plans,
Brands Carried
CI Investments,
Sun Life Global Investments,
Specialties
Estate Planning,
Group Benefit Plans,
Languages Spoken
English,
Getting There
Unit #2, 10 Trowbridge Street East, Meaford, ON N4,