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
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Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.