CFS Financial Services

advisor.sunlife.ca

CFS Financial Services is a financial services firm representing many of the leading financial brands in the country, such as Sun Life, Fidelity and CI Global Asset Management. Collectively, our team of advisors and staff have more than a half-century of experience and have achieved some of the highest designation levels and recognition available in the field of financial and retirement planning. Our Clients value expert advice and service experience, along with the peace of mind that comes from the financial goals we help them to achieve. We help Clients in the GTA, Burlington, Hamilton and Niagara region. Hans Friedrich Chuck Caruana We are Sun Life Advisors. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link, bit.ly/ClearConnection. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

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CFS Financial Services is a financial services firm representing many of the leading financial brands in the country, such as Sun Life, Fidelity and CI Global Asset Management. Collectively, our team of advisors and staff have more than a half-century of experience and have achieved some of the highest designation levels and recognition available in the field of financial and retirement planning. Our Clients value expert advice and service experience, along with the peace of mind that comes from the financial goals we help them to achieve. We help Clients in the GTA, Burlington, Hamilton and Niagara region. Hans Friedrich Chuck Caruana We are Sun Life Advisors. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link, bit.ly/ClearConnection. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

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Country

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City (Headquarters)

Oakville

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Employees

1-10

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Founded

1992

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Social

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Potential Decision Makers

  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Associate Advisor , Registered Retirement Consultant

    Email ****** @****.com
    Phone (***) ****-****
  • Accountant

    Email ****** @****.com
    Phone (***) ****-****
  • Associate Advisor

    Email ****** @****.com
    Phone (***) ****-****

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