The SunStone Difference

THE SUNSTONE DIFFERENCE

SunStone Retirement Specialists is a financial services company devoted to providing effective income plans that work throughout your retirement. We have the answers you need and provide the security you deserve, whether you are retiring from a job, or need help with farm or business succession planning.

We take the time to understand what you want your retirement to look like. We work with you on the most important part of your retirement – your fully written retirement plan. This plan is different than any other plan you have seen; it not only answers your questions and brings clarity but also creates a structured, yet flexible design for your retirement income. The plan will show you the cash flow structure and income tax considerations as well as when you should draw down from each asset pool. It is specific to you and your retirement and allows for changes along the way, so you don’t have to worry.

* Mutual funds are provided through PEAK Investment Services Inc. All other products and services are provided through SunStone Retirement Specialists

OUR PRIORITY IS YOUR SECURITY

When you work with SunStone Retirement Specialists we can manage all your assets. We work with you to provide the best products and services:

  • Best GIC rates
  • Tax-efficient investments
  • Market based investments
  • Segregated funds
  • Travel insurance
  • Life insurance
  • Critical illness insurance

The SunStone difference is how we help you to design your best retirement and monitor it with you throughout your lifetime. Regular meetings, based on your needs and your portfolio requirements, will keep you informed and allow us to make any adjustments necessary as changes occur in your life.