Sun Life /Tomorrow Financial Services

DavidHeather OC2012 A 4x5 We give you a clear understanding of your financial options by educating you and keeping it simple.

Our Mission is: To build enduring, value-added, client relationships through education and regular personal contact.

Life Insurance, Critical Illness Insurance, Long Term Care Insurance, Mutual Funds, Estate Planning, Retirement Planning & Group Benefits

David has been with Sun Life Financial for 21 years and has been a Certified Financial Planner (CFP) for 15 years, and has specialized as an Elder Planning Counselor (EPC) for the past 9 years, helping pre-retiring and retiring clients. David has been recognized by Sun Life Financial as being one of their top wealth active advisors. He makes it a priority to assist his clients with their money management, believing that an annual progress review is a minimum.

David is proud to be considered a member of the Million Dollar Round Table (MDRT)* for the past 8 years. This achievement recognizes that he has joined the ranks of the top 1% of the world’s most successful financial services professionals.

Heather has been with Sun Life Financial for almost 9 years, and supported David in his practice for 12 years before that. She completed her Certified Health Specialist (CHS) degree in 2011. She also qualified for the Million Dollar Round Table (MDRT)* for the first time in 2013. Heather deals mainly with young families and their many concerns and needs.

* MDRT is an international, independent association of financial services professionals worldwide. For more than 85 years, it has set the standard for professionalism and excellence and motivates its members to reach their full potential so that you and your family receive the service you deserve.