Services

Simplify your financial journey and bring on a dedicated team committed to your financial well-being and success. 

Products that suit your needs


When you work with one of our advisors, you are really working with our whole team. Each advisor has the support of the entire team to help with your ongoing needs and financial considerations through each life stage.

Insurance


  • Permanent insurance
  • Term insurance
  • Universal life insurance
  • Mortgage protection insurance
  • Health insurance
  • Critical illness insurance
  • Disability insurance
  • Travel insurance
  • Personal health insurance
  • Payout annuities

Investments 


  • Non-registered investments
  • Mutual funds†, GICs**
  • Segregated fund contracts
  • Accumulation annuities

Registered plans 


  • TFSAs
  • RESPs†
  • RRSPs
  • RRIFs
  • FHSAs
  • †Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.
  • **Guaranteed investment certificates (GICs) issued by Sun Life Financial Trust Inc.

Business solutions 


  • Permanent insurance
  • Term insurance
  • Universal life insurance
  • Mortgage protection insurance
  • Health insurance
  • Critical illness insurance
  • Disability insurance
  • Travel insurance
  • Personal health insurance
  • Payout annuities

Estate & financial planning


  • Estate planning
  • Retirement planning
  • Insurance tax solutions
  • Investment strategies
  • Wealth services

 

Streamline your financial roadmap 

Consolidate your investment and insurance planning with Aurora Financial Solutions to streamline your financial roadmap. We can also work with your accountant and lawyer to provide the best possible tax strategies. 

We can help business owners, farmers, families and individuals with: 

  • Insurance,
  • Investments,
  • Registered plans,
  • Business solutions,
  • Succession planning,
  • Estate & financial planning,
  • Retirement planning, and
  • Insurance tax strategies.
 

Protect what matters most to you 


Our team can help you work towards your financial goals. 

Request an appointment