A plan makes things easier

Confidence starts with a conversation. Recently, Moses Znaimer, president of CARP, sat down with Kevin Dougherty, President, Sun Life Financial Canada, for an interview by Libby Znaimer to discuss money, estate planning, and the state of retirement in Canada.

Watch Moses share his personal story about how a CARP Recommended Sun Life Financial advisor helped him with his plan.

“I may be the president of CARP, but I’m also a guy for whom planning for the future is now a practical issue. The best thing that a Sun Life Financial advisor has done for me is to remind me to get on with it; in the most gentle, but in the most persistent way. My advisor encouraged me to engage in the conversation and go through the process. He has helped me focus; he’s helped me get started.” – Moses Znaimer, President of CARP