Sun Life – Patrick MacDonald, B.A.(Hons), CLU , CHS

Sun Life – Patrick MacDonald, B.A.(Hons), CLU , CHS brings Financial Planning expertise to the Cornwall, Ontario region, supporting older Canadians who want to remain in their homes as they age.

Sun Life – Patrick MacDonald, B.A.(Hons), CLU , CHS operates in the Financial Planning space, where typical services include pension optimization, tax planning for seniors, and investment management.

The financial side of aging often catches families off guard. Between home modifications, care costs, and changing tax situations, expert advice can save thousands and prevent painful surprises.

You can reach Sun Life – Patrick MacDonald, B.A.(Hons), CLU , CHS by phone at (613) 662-9144 or visit their website to learn more. They are located at 44 Pitt St, Cornwall, ON K6J 3P2.

Not sure where to start? Reaching out to Sun Life – Patrick MacDonald, B.A.(Hons), CLU , CHS for a conversation is a great first step — no commitment required.