Marty Forsythe, Professional Financial Adviser

Sun Life

About Marty Forsythe

You want to build your savings, protect your loved ones, and enjoy your life. I have been an adviser since 2000. As a proud husband and father, I’m passionate about being involved in my community through minor sports and volunteering with charities such as The John Wood Foundation Inc. and Big Brothers, Cancer Society , Quilts for Valour and the Chalmers Foundation. As Sun Life Financial advisor since 2001, I’ve helped a multitude of Clients meet their goals with insurance and investment solutions. I can help you build a plan that will suit your needs. Let’s talk today.

Job Title: Advisor, Sun Life, P.F.A.™

Typical Clients

Retirees – who would like guidance with drawing from  their portfolio in a tax-efficient way that balances the needs of today with the uncertainties of tomorrow.

Donors – who want to increase the tax-efficiency of their estate and give to their favorite Charity or Educational Institution

 

Free Consultation

Contact Marty Forsythe about adding a charitable gift to your Will

[email protected] 506 476-3654