Areas of expertise - Sunrise Wealth Management

Areas Of Expertise

Corporate Wealth Strategies

Corporate Wealth Strategies

We specialize in tailored plans for business owners to help with tax savings, growing money tax-free, wealth management, and business succession planning.

Disability Insurance

Disability Insurance for Self Employed

Providing 24-hour coverage with monthly benefits for self-employed individuals facing disability, injury, or sickness.

Funeral Insurance

Funeral Insurance

Tailored funeral insurance plans to cover end-of-life expenses efficiently and effectively.

Our Reference-Based Services

Explore a range of services tailored to meet your financial and insurance needs

Mortgage Services

Helping you secure the right mortgage for your home with trusted financial partners.

Collateral Loans

Flexible collateral loan options to help you meet your financial goals.

Auto Insurance

Comprehensive auto insurance policies to protect your vehicles and drive with confidence.

Home Insurance

Reliable home insurance plans designed to safeguard your biggest investment.

Commercial Insurance

Protect your business assets with customized commercial insurance solutions.

Pet Insurance

Affordable pet insurance plans to keep your beloved companions healthy and happy.

SERVICES THAT WE DEAL

Investments

TFSA

FHSA

RRSPs

RESPs

Non-Registered Investments

Tailored Investment Plans

Risk Management

Life and Health Insurance

Critical Illness Insurance

AD&D, Long-Term Care Insurance

Visitor and Super Visa Insurance

Mortgage Insurance

Funeral Insurance

Business Owners & Self-Employed

Individual Pension Plans

Group Benefits for Employees

Tailored Disability Insurance

Corporate Wealth Strategies

Business Continuation Strategies

Wealth and Estate Planning

Wealth Management Programs

Asset Allocation

Investment Management

Intergenerational Wealth Transfer

Wills & Trusts

Our Trusted Financial Partners

We work with leading financial institutions to bring the best insurance and investment services to our clients.

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Sunrise Wealth Management

Empowering your financial future with trusted strategies and personalized solutions "Guiding you toward lasting prosperity with expert investment and wealth planning

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How Wealth Management Firms Are Embracing Innovation

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