Kevin Smith - Financial Planner, Sun Life

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!

06/10/2026

Life can be unpredictable, and a serious illness can create financial challenges at a time when your focus should be on recovery.

Critical illness insurance (CII) is coverage that provides a tax-free lump-sum payment if you're diagnosed with a covered condition. CII can help create a financial safety net when the unexpected happens. The funds can be used however you choose - whether that's covering expenses, replacing income, or supporting your family.

Interested in discussing critical illness insurance? Reach out to a WSC advisor today!

06/05/2026

Everyone's financial situation is different - and your investment approach should reflect that.

At WSC, we recognize that no financial journey is the same, that’s why we take the time to understand your goals and create an investment strategy tailored to your unique needs, because your financial plan should be as individual as you are.

Reach out to a WSC advisor today to discuss what strategies might be best for you!

06/03/2026

This June, we celebrate Pride Month and honour the 2SLGBTQI+ community. 🌈

At WSC, we recognize and celebrate the diversity, strength, and contributions of the 2SLGBTQI+ community, and the importance of creating spaces where everyone feels seen, valued, and supported.

Happy Pride Month from the WSC team!

05/30/2026

As Leave A Legacy Month comes to an end, it is important to still continue the conversation as to what lasting impact you want to leave behind.

At WSC, our advisors understand that every individuals financial goals and needs are different, which is why we formulate investment and insurance strategies tailored for your unique financial journey.

If you are looking to start the conversation about your financial future, reach out today!

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

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...

05/18/2026

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

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!