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Lourdes Palmer Advisor Sun Financial

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Lourdes Palmer Advisor Sun Financial
Lourdes Palmer
62 Commerce Park Dr Unit A
Barrie, Ontario L4N 8W8

705-737-3552 | phone
705-627-8631 | cellular
705-737-3558 | fax

  Click here to email us
Payment Methods

Hours of Operation
Please contact us for our current hours of operation.
Our Memberships

I offer Financial Solutions for your family it may include Mortgage insurance, Life and Critical Illness insurance, Disability Insurance for the self employed, Long Term Care Insurance, Personal Health Insurance, as well as, Retirement products that guarantee Money for Life.

Investments in Mutual Funds, Guaranteed Investment Certificates (GIC), Segregated Funds, Payout Annuities. We help you build your retirement with Registered Retirement Savings Plans (RRSP), Tax Free Savings Accounts (TFSA) and non-registered investments where you can minimize the tax liability.

If education for your child is important to you, then start a Registered Education Savings Plan (RESP) to take advantage of the government contribution of 20% of your contributions to a maximum of $500 per year, also there's the learning bond.

For those with disabilities we offer Registered Disability Savings Plan (RDSP) - open an account and take advantage of the Canada Disability Savings Grant - must be eligible for the Disability Tax Credit (DTC)

 

 


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