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Frequently Asked Questions

- What types of Clients do you specialize in working with (e.g., young professionals, retirees, business owners, high-net-worth individuals, and families)?
  - Our dedicated team works with a diverse group of Clients from all walks of life. Whether you’re just starting out, about to retire, or somewhere in between, we will build a financial roadmap to help you achieve your short and long-term goals. Gear up for financial success and schedule a meeting with our team today!
- How do you charge for your services—flat fee, hourly, commission-based, or percentage of assets under management (AUM)?
  - We do not charge an hourly rate or flat fee for our services. The way we are compensated depends on the type of product or service you choose. Contact our team to learn more about our diverse range of products and services.
- What does the first meeting look like, and what documents should I bring to get started?
  - Your first meeting with one of our advisors is all about getting to know you, your goals, values, and current financial picture. From there, we will begin to outline a plan that will help you reach your goals. Helpful documents to bring to your first meeting:
    - Recent investment or account statements from existing savings
    - Summary pages of existing life or health insurance [Pop-up Definition from Glossary] policies
    - Details about employee benefits or group savings
    - List of current financial goals or priorities
  - Don’t worry if you don’t have everything, bring what you can, and we’ll take it from there! Feel free to contact our team if you have any questions about what you need for your first appointment.
- What is your firm’s relationship with Sun Life? Are you independent, or do you exclusively offer Sun Life Financial products?
  - Our advisors are contracted with Sun Life, which allows our team to access a network of services and solutions that help us find the best ways to support 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. Learn more about the products and services we offer here (link to products and services).
- How do you determine the right investment strategy for me? Do you use actively managed funds, ETFs, or individual stocks?
  - We use all of the above investment options! Our team focuses on globally diversifying [Pop-up Definition from Glossary] your financial portfolio. We take the time to get to know you and your plans for the future. Our advisor team will tailor your financial roadmap to help you accomplish your goals. Contact our team today to start planning for your future financial success.
- Can you help with tax-efficient investing strategies, like minimizing capital gains or optimizing RRSP/TFSA contributions?
  - Yes! Contact us to explore different savings plans with our team.
- Do you provide estate planning services, such as setting up trusts or advising on wills and beneficiaries?
  - Yes! Contact our knowledgeable team today so we can work with you to assess and successfully implement plans for your estate
- How does life insurance fit into my overall financial plan?
  - Think of life insurance as the foundation of your financial plan. Get in touch with our team to learn more about how we can help you lay the groundwork for your future goals.
- Can I use life insurance as an investment or tax-efficient wealth transfer tool?
  - Yes! Contact our team to learn how to fully optimize your finances and tailor your life insurance to your short and long-term goals.
- How can I structure my insurance to protect my business and key employees?
  - Our team offers many insurance strategies designed to protect your business. Our team will work with you to select the option that is best for you and help you protect what is most important. Contact our team to schedule a meeting and learn more about our insurance products.
- What types of insurance do you offer (e.g., life, disability, critical illness, long-term care, health insurance
  - TheWorks Financial Solutions offers a wide variety of insurance options, equipped to help with any potential package you may need. Visit our Products and Services page to learn more about what we offer, or get in touch with our team to learn more.
- How do I determine how much life insurance coverage I need for my family or business?
  - Our team will work closely with you to help evaluate the type of coverage that is best for your family or business. Reach out to our team to schedule an appointment to learn more.
- What’s the difference between term life and permanent life insurance, and which one is right for me?
  - Term life insurance [Pop-up Definition from Glossary] is an affordable life insurance policy that gives you financial protection for a set period of time. Permanent Life Insurance is a type of life insurance that gives you lifelong coverage, often with a savings or investment component. Deciding what type of insurance is best for you can feel overwhelming. TheWorks Financial Solutions is committed to working with you to determine what is best for you and your future goals. Visit our Products and Services page to learn more about what we offer, or get in touch with our team to learn more.

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