Anupreet Malik - Advisor, Sun Life

Without protection, you may be at risk. Let’s create a strategy that helps protect you from the unexpected. Contact me to get started.

Sharing pictures from this lovely evening Sun Life & AKM Financial Solutions organized last week with insightful discussions on tax efficient planning and corporate structures for business owners and professionals.
Thank you R. Paul Thorne for flying in and sharing your wealth of knowledge with us.

As a business owner, your business relies on you. So what happens if you suddenly can’t work? Let me help you protect your business from the unexpected.

Small changes to your portfolio may have big effects. Contact me to set up some time to assess your portfolio.

Can you believe we’re already halfway through 2024? If you’re a business owner, try these 3 things to stay on top of your goals:

1. Create or assess your business plan.
2. Assess your monthly budget.
3. Adjust your financial goals.

If you need help, I’m only a call away.

Happy Canada Day to all Canadians from coast to coast 🇨🇦

Protecting your business from uncertainty can give you peace of mind. Reach out to me to get started.

If you’re a small business owner, it’s time for a mid-year business review! Let’s get started:

1. Review your business plan
2. Evaluate your income statement
3. Review your cash flow
4. Audit your budget

Introducing Sun Life Term Insurance for Diabetes. Now, people with Type 1, 2, gestational or pre-diabetes can get coverage to protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.

Life changes. You can have insurance coverage that grows with you. Get affordable, flexible coverage you can increase when you get married, buy your first home, have a child and more. Let’s connect and I can tell you more.

As a business owner, you wear many hats – you’re the CEO, the operation manager, the salesperson, and more! It can be hard to focus on your long-term goals and financial strategy. This is where an advisor can provide great advice.

Let’s talk.

🌍Travel Securely with AKM Financial Solutions !
 
We’ve got you covered with comprehensive insurance solutions tailored to your needs:
 
🛡️ Visitors to Canada & Super Visa Insurance: Stay protected during your stay with our specialized coverage designed for visitors with best solutions market wide.

🛡️ Travelling Canadians: Whether you’re exploring Canada or jet-setting abroad, travel confidently knowing you have reliable insurance backing you up.

🛡️ Trip Cancellation & Interruption: Unexpected changes in plans? No worries. Our trip cancellation and interruption coverage has got your back.
 
Call us on 647-500-7399 or send us a direct message for more information on Travel Insurance and for any kind of Visa queries on 647-458-3220 / 647-575-5994

Anupreet Malik - Advisor, Sun Life Advisor, AKM Financial Solutions Inc.

Happy Mother’s Day to all the lovely moms and moms-to-be !!

I am eternally grateful for these unconditional cheer-leaders of my life….

My mom for her boundless love, care, selflessness and unwavering support.

My mom-in-law for her endless care and for raising her sons to be kind and generous.

And my daughter who makes every moment of motherhood truly joyful !!!

PS - Thank u for this remarkable Mother’s Day Brunch with the Pricesses! It was absolutely magical for our daughter.

Privileged once again to have qualified for Million Dollar Round Table, the Premier Association of Financial Professionals across the globe.

MDRT Membership is recognized internationally as a standard of excellence in the Life Insurance & Financial Services Profession !

Looking forward to continue thriving by being a part of this global network of top financial professionals. Thanking my clients for unwavering trust and belief in the advice from AKM Financial Solutions !!

All businesses need continuity plans. An advisor can help you prepare for the future, whether if it’s for passing the business to family or selling to new owners.

Let’s talk.

Whether you’re starting out or looking for ways to grow your business, business owner insurance can help. I can protect yourself, your partners and employees, as well as your family. I can take the time to understand your specific needs and find the right coverage for you.

Let’s talk

Had an insightful afternoon with our Employee Benefits Specialist discussing about Group Insurance being a powerful tool for Talent Acquisition and Retention… also a great protection with tax efficiencies for Business Owners. Surely looking forward to putting our strategies on even more personalised recommendations to action and making Canadians financial securer.

Business owners! As an advisor, I can help you:
👉Develop a realistic roadmap to meet your financial goals
👉Plan for retirement
👉Provide group benefits for you and your employees
👉Reduce your business risks with succession and estate planning
And much more!

Don’t know where to start? Let’s talk

Happy solar eclipse! It’s not every day we get an experience this rare.

Thank you , one of our trusted Travel Insurance partners for bringing together leading advisors for the Raptors game last night! It was wonderful connecting with the industry peers…

Do you have money set aside to cover possible unforeseen expenses for your business? Don’t let unexpected costs derail your finances. Contact me to discuss further.

Grateful for another inspiring Sun Life Convention & Elite Conference, wonderful week spent together in 🏖️ Miami ! It is always great learning from industry leaders, key-note speakers and spending time with country’s best advisors & their families.

Miami has left us thoroughly energised and re-fuelled for serving our client needs for risk and asset management.

Together we will continue to Thrive in months and years ahead !

Filing can get a little complicated, especially if you’re a business owner. Here are some tips to consider:​
​
1. Make sure your business makes enough to deduct expenses.​
2. Invest in yourself and your business. ​
3. Consider incorporating your business.​
4. Get life and key person insurance.​
​
What tips will you put into action?

FEARLESS UNSTOPPABLE PASSIONATE

Happy International Women’s Day ! Here is to celebrating incredible strength, resilience and achievements of women all around the world.

As an Advisor I feel extremely fortunate that my profession helps me in meeting so many dynamic inspiring women from all walks of life everyday.
Our team at AKM Financial Solutions takes immense pride and passion in helping fellow Canadian women achieve a lifetime of financial security through our need based advice and solutions.

Thankful to powerhouse of incredible women at Sun Life for making every day even more inspiring!

Leave a powerful legacy! With Sun Life's children's solutions, you can ensure a tax-efficient transfer of wealth, gifting a secure financial future to your loved ones. Let your wealth be a gift that keeps on giving, creating a brighter tomorrow for
generations to come. Call me on 647-500-7399 to review this in detail.

The future is always uncertain. That's why a plan to protect your business is so important. Let's discuss how we can help you feel more secure.

Exciting News from AKM Financial Solutions! 🌟 We're thrilled to unveil our brand-new logo, representing our commitment to a first-class financial experience and unwavering client focus. At AKM, our team deeply values and understands our clients, believing that stability, family, and trusted advice are the keys to a flourishing life. 🌿
🤝 Partnering with you, we offer comprehensive financial services designed to guide you seamlessly from the beginning to your ultimate financial destination. Your feedback is invaluable as we embark on our brand journey, ensuring that our unique and exceptional service is not just seen but truly felt. Please let us know what you think! Send us a message.

Whether they're little ones or grown-ups, give them the gift of financial stability through short-term gifting, protection, and long-term legacy planning. Starting insurance early locks in low premiums, ensures future insurability, and offers cash opportunities down the road. 🎓💼🏠 Call me on 647-500-7399 to review this in detail.