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TheWorks Financial Solutions

TheWorks is dedicated to helping you build a brighter financial future right here in Windsor and Essex County.

Our lead advisors share the same enthusiastic work ethic and dedication to their Clients, they are also lifelong friends. By combining forces they were able to provide even more value with an enhanced level of service.

With over 50 years of combined experience in the financial services industry, TheWorks offers a customized process unique to each Client. Our team will work with you to help uncover your goals and construct a long-term strategy.

Call our team today to gear up for retirement success while receiving an unparalleled Client experience.

Gear up for success.

Let’s find the right financial strategy for your lifestyle.

Learn More
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Why Sun Life?

Sun Life helps millions in Canada and around the world reach their financial goals.

TheWorks advisory team is a proud member of the Sun Life group of companies. This affiliation allows our team access to a network of services and solutions that help us find the best ways to support our Clients’ wellness and health management goals.

Our dedicated team is committed to providing personalized assistance and knowledge tailored to help you invest in your future.

Meet our Team

Securing your future is our priority.

Our team can help you find the products and services that align with your goals

How we help you
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The support behind your dreams

Welcome to Blue Whale Financial Solutions. We provide wealth creation, protection and management strategies for businesses and individuals across Saskatchewan, Alberta, and British Columbia. Our mission is to provide you with simple yet effective solutions that empower you to achieve your financial goals.

 

Our team is dedicated to helping you build and protect your savings, regardless of your starting point. With our deep industry knowledge, we guide you through market risks and help you feel confident in your decisions. We understand that everyone's journey is unique, which is why we offer tailored solutions that suit your specific needs.

 

Our comprehensive range of services includes estate planning, life and health insurance, investment strategies and more.

 

Take the first step towards a brighter financial future. Contact us today to get started on your ‘something big’.

team photo of 5 professional ladies at Blue Whale Financial Solutions Inc
Portrait of Joseph Moffatt

When you work with Blue Whale Financial Solutions, you gain the support of our knowledgeable and passionate team. We’re always by your side, dedicated to your success, and ready to adapt your plan as life changes.

Office building of Blue Whale Financial Solutions Inc

Progressive strategies are at the forefront of our business so we can guide you with the depth you deserve. Our experienced advisors will work closely with you and provide as much or as little support as you require.