Ashleigh Fonseca

Feel confident in your family’s future.

Helping you protect your family from the unexpected.

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.

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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

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!

#DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information. 

Paying off student loans?

Get in touch to see how paying down your loans can fit into your overall financial roadmap.

If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.

Reach out and we can see how making some small changes may help reduce your tax bill at tax time.

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Office information

Squamish, BC

Phone:

(604) 809-7832

Email:

ashleigh.fonseca@sunlife.com

Address:

40137 Government Road, Suite 40,, Squamish, BC, V8B 0N7 Canada

Let’s connect

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