Portum Financial was born out of a desire to change the Canadian public’s view of financial advice. Having worked with over 3,000 financial advisors as business partners and consultants and over 20 years combined in the investment management industry, we recognized that what was being provided in many cases wasn’t doing enough for those receiving it. This has been leading to a loss of belief in the value of financial advice by the Canadian public. So we decided to stand up and make a change. From our careers advising financial advisors, we decided to take on the challenge of facing the Canadian public and getting them to believe in comprehensive financial advice again. Our belief is that when Canadians work with advisors that understand them, focus on their goals, educate them and provide them with exceptional service, they will believe in the power of financial advice to help themselves and their families succeed financially. The legacy we hope to leave is for Canadians to want to work with financial advisors who bring value and for Portum Financial Services to be a distinct choice in the Canadian market. *Advisor 1 *Advisor 2 We are Sun Life Financial advisors. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life Financial. A clear connection: Your relationship with Sun Life Financial bit.ly/ClearConnection Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc. *Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.