Stephen Welscher
Advisor @Sun Life
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WORK HISTORY
Advisor @Sun Life
Vancouver, BC, CA
My team and I help our clients achieve lifetime financial security through comprehensive holistic planning and subsequent implementation of agreed upon solutions. As a contract advisor with Sun Life, we offer a wide range of customizable life insurance, health insurance, disability coverage and investment vehicles including mutual funds, segregated funds, GICs and annuities.
EDUCATION
Escola Alemã Corcovado - Deutsche Schule Rio de Janeiro
Rio de Janeiro, Brazil
Pforzheim University
MBA, Intl. Marketing & Management
The University of British Columbia
BSc, Cell & Developmental Biology
Point Grey Secondary School
Vancouver, BC
Nanyang Technological University Singapore
MBA, Intl. Business & Finance
Markgrafen Gymnasium
Karlsruhe-Durlach, Germany
SKILLS
ABOUT STEPHEN WELSCHER
Stephen Welscher, MBA CPCA BScGiven what is currently going on in the world, are you still confident and on track to achieve your retirement goals?I became an advisor to help my clients tune out the noise and make informed choices, so they remain in control of their financial affairs.The focus of my practice is to design and implement customized retirement/estate plans for my corporate and professional clients, including management of their insurance and investment portfolios. We offer prudent financial advice which can help minimize tax exposure, implement safety nets in case of unforeseen illness or injury and ensure for a legacy beyond the estate.Specialties: Group Benefits and Pension Plans, Investment & Insurance Planning, Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance, Critical Illness Insurance, Investments, RRSPs, RESPs, RIF, LIF, TFSAs, Mutual Funds, Segregated Funds, Annuities, and any other tool at our disposal to ensure our clients\' financial peace of mind.We effectively help build, protect and spread Wealth.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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