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Advice you can trust.

Your financial strategy should be as unique as you are. No matter what stage of life you are in, a strong financial roadmap can help you reach your short and long-term goals.

Our experienced team will help you protect what matters most to you and work towards your goals for the future.

Contact our dedicated team. It's time to gear up for success.


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Products and Services

TheWorks Financial Solutions creates financial strategies uniquely tailored to each Client. We carefully identify both personal and business goals to create a holistic blueprint while helping you prepare for important milestones and life events.

Our experienced team members help business owners, professionals, families, and retirees in the Windsor-Essex community reach their financial goals.

Connect with our team today to learn more about the products and services that we offer to help secure your successful retirement and protect your family.

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Business Owners

Every business has unique needs and goals that must be planned for. Our team offers a diverse range of products and services designed to help protect your business and employees.

Our experienced team will carefully work with you to tailor your financial roadmap to help fit the needs of your business.

Contact us today to plan for your business’s short and long-term success.

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Professionals and Retirees

Planning your retirement begins with a detailed financial strategy. Our team will work with you to learn what your retirement goals are, while carefully assessing your current finances. With this information, our team will develop a financial roadmap that can help you realistically achieve your future goals.

Learn more about our many saving strategies and invest in your retirement goals today.

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Families and Individuals

Creating and implementing a financial roadmap to protect you and your family can sound daunting. We focus on creating personalized financial strategies for families and individuals.

Our team will work closely with you to outline what is most important to you and, from there, create a financial roadmap that may include health and life insurance options as well as investment strategies.

Get in touch with our team today so we can help you develop a plan specifically tailored for you and your loved ones.

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Testimonials

Contact Us

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Phone: (519) 969-1133

Email:theworksfinancial@sunlife.com

Address:
2557 Dougall Avenue, Suite 2, Windsor, ON, N8X 1T5, Canada

Office hours:
Monday:    8:30 a.m. – 4:30 p.m.
Tuesday:    8:30 a.m. – 4:30 p.m.
Wednesday:    8:30 a.m. – 4:30 p.m.
Thursday:    8:30 a.m. – 4:30 p.m.
Friday:    8:30 a.m. – 4:30 p.m;

Our advisory team meets with Clients outside of these hours on an appointment basis.