Joel Murray Bmath.
Financial Planner @Sun Life
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WORK HISTORY
Financial Planner @Sun Life
Responsible for helping ordinary people do extraordinary things:Purchase Investment property in their 20\'s Become Financially Independent in their 30\'sCover Post Secondary Education so kids start life Debt FreeTake time off work to get another skill or degreeBoth parents take months off work to focus on a newbornTake a year off work to Travel the world without impacting their pension incomeLive the life they envision for themselves and their loved ones and,Do all these things and more in spite of Bad Market environments, Major health issues and Provide professional investment and insurance advice Insurance planning Investment management Retirement & estate planning Tax savings strategies Charitable gift planning Group benefits
EDUCATION
University of Waterloo
Bachelor of Mathematics, Mathematics and Statistics
St Marys College
Physical Sciences
ABOUT JOEL MURRAY BMATH.
I lead a Full Service Financial Planning Team that helps Couples turn their Investment Portfolio into a simple, Tax Efficient, Passive Stream of Income, so they can purchase the ability to live long, healthy and happy lives, by escaping the worst of Canadian Winters for the rest of their lives!I joined the financial services industry with Sun Life just over 12 years ago, after graduating from the Bachelor of Mathematics program at the University of Waterloo in 2010. With over 15 years of Customer Service Experience, my value add is my love for people, helping others and my passion to teach what I have learned about empowering oneself financially.I understand the specific challenges facing, Couples in their Prime working years and Small to Medium-Sized Business Owners. I am committed to providing you with the ideas, motivation and guidance that are required for financial success and being there for you every step of the way!I am a Sun Life advisor. These are my 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/3FevgFo.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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