Kevin Smith - Financial Planner, Sun Life

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Kevin Smith - Financial Planner, Sun Life

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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.

10/22/2026

Happy Small Business Week! Behind every small business is a story of passion, determination and hard work.

At WSC, we recognize that as a business owner, you have unique financial needs that extend past your own personal wealth. Our dedicated team focuses on helping you manage both your personal and corporate assets using tailored wealth and insurance tactics.

Looking to speak with an advisor about your small business' finances? Reach out to a WSC advisor today by emailing [email protected]

10/15/2026

Building financial confidence doesn't always require dramatic changes.

Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.

Looking to discuss practical strategies that fit your lifestyle? Reach out to a WSC advisor by emailing [email protected]

10/08/2026

Cybersecurity Awareness Month is held every October in Canada. This month focuses on helping individuals and businesses learn simple, actionable steps to stay secure online, protect their devices and build stronger defence. The theme of this year's Cybersecurity Awareness Month is "Your best defence is you".

In this highly digital age, it is important to know the right precautions to take to keep yourself safe online. Learning about potential cyber threats and ways to build up your cyber security is a great start to keeping your information private.

To learn ways to protect yourself online, please visit: https://bit.ly/4hQNzDN

10/02/2026

Throughout October, we recognize Breast Cancer Awareness Month and stand alongside those who have been affected by breast cancer. This month, we honour their courage, help raise awareness and show support for patients, survivors, their loved ones and caregivers.

To learn more about ways you can show support during Breast Cancer Awareness Month, please visit: https://bit.ly/4zeDHe7

09/22/2026

As the season changes, it's a natural time to pause, reflect and adjust your plans. Small check-ins now can help you feel more prepared for the months ahead.

If it's been some time since your last review, reach out to your WSC advisor to revisit your financial roadmap this season!

09/18/2026

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.

If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Reach out to a WSC advisor today to review your current coverage needs!

09/10/2026

September 10th is World Su***de Prevention Day. In Canada, about 12 people will take their life by su***de everyday, and about 11.8% of people in Canada have had thoughts of su***de at some point in their lives.

Su***de affects people of all ages and backgrounds, but by taking the time to understand, you can help eliminate the stigma and provide support when people need it most.

Today the WSC team sends love and support to those who have lost a loved one to su***de, survivors and anyone who is currently struggling.

To understand the affects of su***de, learn more about su***de prevention or locate organizations to donate to support su***de prevention, please visit: https://bit.ly/4gU2b4I

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!

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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