Trimper DeGrass Financial Services Inc.
287 Lacewood Drive, Suite 203 B3M 3Y7 Halifax, NS, Canada
Category
General Information
Locality: Halifax, Nova Scotia
Phone: +1 902-443-5337 Ext 2204
Address: 287 Lacewood Drive, Suite 203 B3M 3Y7 Halifax, NS, Canada
Website: www.sunlife.ca/E/search/corp/default.asp?AID=106403728064397620940
Likes: 111
Reviews
Facebook Blog
Our team is getting in the Christmas spirit
http://www.pages03.net/dm-production/FocusMay122020/LPT.url For our clients, a little certainty in some uncertain times.
As the COVID-19 pandemic continues, Sun Life will be donating $1M to support health care, elder care and address food security needs. http://ow.ly/avyT50z0dHs
https://www.sunlifeglobalinvestments.com//Market+Correctio
https://www.sunlifeglobalinvestments.com//Market+volatilit
Fixed or variable mortgage rate: Which is better for first-time homebuyers? This article is tailored to first-time homebuyers, but general mortgage knowledge is... important to anyone. Knowing the difference between fixed and variable rate mortgages can help you make the right decision when buying a home. Discover more here. http://bit.ly/08Investment3 See more
How to use your TFSA to make money instead of as just a place to park cash Are you getting the most out of your TFSA? While many Canadians use it as an account to park cash, this video discusses how to use it as an investing tool to help make you #money. http://bit.ly/08Investment6
What is critical illness insurance? Medical advances have dramatically improved the survival rates of people who suffer critical illnesses such as cancer, stroke and heart disease. Recovery may come with a significant financial cost that impacts both you and the people close to you. Critical illness insurance from Sun Life offers the financial help to pay the costs associated with life-altering illnesses. If you become sick with an illness covered by your policy and survive ...the waiting period, you’ll receive a lump-sum cash payment. And, unlike reimbursed health insurance benefits, you decide how to spend the money. Get in contact with us today for a quote. Don't wait until you need it, as it will be too late.
I don't like to brag as we have a lot of clients and some have been with us for a long time, but I am excited to say that we do have some new client openings!!! Give us a call, or shoot me a PM.
NEW Client Openings Available!! If you are currently without a financial advisor, or looking for a fresh review, we have some openings available and are taking on new clients. We are a strong team with over 40 years together in the financial services industry. Life, critical illness, long term care insurance, investments- TSFA, RRSP, RESP etc, we've got you covered. If you have some down time this summer, let set something up. The iced coffee and AC is on us!
We cheered our hearts out. The Toronto Raptors answered. Bring on Game 4! #WeTheNorth #NBAFinals
To see a market recap from 2018 please see attached video. If you are a client and would like to review your portfolio, or if you are not a client and would like a second opinion on your portfolio, give us a call at 902-443-5337 ext. 2204 https://www.sunlifeglobalinvestments.com//Q4+2018+Market+u
I LOVE that this is part of our Critical Illness Policies. Hoping that we never need it, but gives me peace of mind knowing it's available.
Hey all you entrepreneurs and self-employed people! Are you working with an advisor? Want a fresh review of your plan? Are you making sure you can retire when you hope to? Fall is always our busiest time, but shoot me a message and I'll book you in!
If you are an entrepreneur and self-employed, here are some tips for planning for retirement. Send me a PM if you'd like a fresh review of your financial plan.
Its the most wonderful time of the year!!....and that means its a great time to come see us about setting up an RESP for your kids. Have a read below and message me if you want to have a chat.
What's the impact of the US-Canada trade relations on your grocery bill? Have a read.
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