Ashleigh Fonseca

Job title: Financial Planner, Sun Life, CFP®

Area(s) served: BC, Alberta & Ontario

Helping your family

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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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Why Canadian-listed ETFs may make more sense than U.S.-listed ETFs

Why Canadian-listed ETFs may make more sense than U.S.-listed ETFs

Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.

https://www.invesco.com/ca/en/insights/why-canadian-listed-etfs-may-make-more-sense.html

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?

In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale

Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.

Reach out to discuss ways your business can give back this holiday season.
The RESP – Who really owns it?

The RESP – Who really owns it?

Need content to better understand the financial landscape? I have valuable resources for you.

https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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