Life Insurance
Calculator

Life Insurance is not a one-size-fits-all process

Use this calculator to estimate the amount of coverage you need to protect the loved ones who depend on you..

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Budget
Calculator

No matter what stage of life you're in, setting a budget is an essential first step in outlining your short and long-term goals. Better understand your income and expenses with this calculator and see where your money is going.

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Retirement Savings
Calculator

What are your retirement goals?

Start assessing whether you are saving enough to retire when and how you want with this calculator.

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Products &
Services

TheWorks team is proud to offer a variety of products and services designed to help each of our Clients realize their wealth and health goals.

Our team knows that every financial and protection strategy is different. When we meet, we’ll discuss what options could be the best for your unique situation. Take a moment to review our products and services to learn more about what our team offers.

Contact our advisory team if you have any questions or are ready to start building your future!

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FAQS

Have questions about a product or service

Find the answers in our list of FAQs. Contact our office for more information about any of our products or services

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Glossary

TheWorks team prioritizes easy communication.

communication. Visit our Glossary for an easy breakdown of financial terms you may not be familiar with. Let’s build the future you want today.

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What we offer

We offer a variety of financial products and services to help you reach your goals. Our team is enthusiastically committed to creating a financial strategy customized entirely to you.

Estate and financial planning

We help individuals ensure that their assets are protected, and their financial goals are achieved, during and after their lifetime.

Life and health insurance

This includes all types of life insurance, critical illness insurance, disability insurance, personal health insurance and long-term insurance.

Investment strategies

We can help make strategic plans for your investment solutions including mutual funds*, registered accounts (RRSPs, TFSAs, RESPs*, pensions, etc.), and more.

Business solutions

This includes group benefits, key person insurance, pension planning and corporate investment strategies.

Other

We can connect you with external specialists in regard to mortgages, general insurance, accounting, legal and private banking.

* Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.

**Guaranteed Investment Certificates (GICs) issued by Sun Life Financial Trust Inc.