Ashleigh Fonseca
Job title: Financial Planner, Sun Life, CFP®
Area(s) served: BC, Alberta & Ontario
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Helping achieve financial security and healthier lives
Ashleigh is an Advisor working in the Sea to Sky Corridor as well as other parts of BC, Alberta & Ontario.
She prides herself as being able to look at the big picture view and provide advice and planning accordingly.
Ashleigh's mission is to provide Clients with the information and planning they need to live a life with financial security.
I offer prompt, informative and detailed service. We work with business owners, families and people nearing retirement. We’ll create a plan that helps make your hard-earned money work harder for you.
I am located in Squamish, British Columbia and offer in-person appointments for Clients in the surrounding areas. We also offer virtual appointments for Clients around the province of British Columbia, Alberta and Ontario.
Contact my office to book an appointment and get started on achieving your financial goals. Let's chat.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
*Certain terms and conditions apply.
*Certain terms and conditions apply.