First Wealth Advisors
  • What to expect: Goals -> Plan -> Products -> Course Correct Asset-Map: Financial Organization and Decision Making The Ultimate Estate Planning Checklist Evidence-Based (Rules-Based) Investing
  • Assured Access: Guaranteed Health Coverage For Life Parents: Are you insuring the goose or the eggs? Blue Cross Health: Flexible Health Coverage Manulife Instant Travel Coverage *10 Days, 10 Visuals, 10 Lessons* Health Spending Accounts
  • Contact
  • Privacy
First Wealth Advisors
  • Planning/
    • What to expect: Goals -> Plan -> Products -> Course Correct
    • Asset-Map: Financial Organization and Decision Making
    • The Ultimate Estate Planning Checklist
    • Evidence-Based (Rules-Based) Investing
  • Resources/
    • Assured Access: Guaranteed Health Coverage For Life
    • Parents: Are you insuring the goose or the eggs?
    • Blue Cross Health: Flexible Health Coverage
    • Manulife Instant Travel Coverage
    • *10 Days, 10 Visuals, 10 Lessons*
    • Health Spending Accounts
  • Downloads/
    • Contact/
    • Privacy/
    iStock-502899464.jpg
    First Wealth Advisors

    Uncommon income deserve uncommon strategies and advice

    Sun Life - Individual Health Plans

    First Wealth Advisors
    • Planning/
      • What to expect: Goals -> Plan -> Products -> Course Correct
      • Asset-Map: Financial Organization and Decision Making
      • The Ultimate Estate Planning Checklist
      • Evidence-Based (Rules-Based) Investing
    • Resources/
      • Assured Access: Guaranteed Health Coverage For Life
      • Parents: Are you insuring the goose or the eggs?
      • Blue Cross Health: Flexible Health Coverage
      • Manulife Instant Travel Coverage
      • *10 Days, 10 Visuals, 10 Lessons*
      • Health Spending Accounts
    • Downloads/
      • Contact/
      • Privacy/

      Sun Life Personal Health Insurance (PHI)

      Personal health insurance client guide

      For clients who are:

      • young individuals/couples/families

      • self-employed/small business owners,

      • in a contract position, or

      • close to retirement

      Provides affordable coverage for day-to-day health expenses and unexpected medical emergencies that aren't covered by provincial plans. Dental benefits and semi-private hospital coverage are optional on some plans. Business owners may be able to claim a tax deduction equal to the annual premium.

      Get a quote
      Personal Health insurance plan description
      • Planning/
        • What to expect: Goals -> Plan -> Products -> Course Correct
        • Asset-Map: Financial Organization and Decision Making
        • The Ultimate Estate Planning Checklist
        • Evidence-Based (Rules-Based) Investing
      • Resources/
        • Assured Access: Guaranteed Health Coverage For Life
        • Parents: Are you insuring the goose or the eggs?
        • Blue Cross Health: Flexible Health Coverage
        • Manulife Instant Travel Coverage
        • *10 Days, 10 Visuals, 10 Lessons*
        • Health Spending Accounts
      • Downloads/
        • Contact/
        • Privacy/

        First Wealth Advisors

        Let’s make planning an enjoyable experience. Our goal: No out of pocket cost, less risk, more certainty.

        First Wealth Advisors  |  237 Brownlow Ave  |  Suite 100  |  Dartmouth, NS |  B3B 2C6  |  1.902.802.7718

         
        WFM-logo-400.png
         

        ETFs, Mutual Funds, and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Scott Gannon Financial Inc. and MacKeen Wealth Management Ltd. o/a First Wealth Advisors.

        Graphics credit: @jackbutcher

        Worldsource Client Login
        Worldsource Financial Management Inc. Disclaimer
        Worldsource Financial Management Inc. Investor Privacy Policy