Avantis Financial Solutions Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Let's connect

Avantis Financial Solutions Inc.

Job title: Financial security advisor

Languages spoken: English, French, Italian, Spanish

Area served: Greater Montreal Area

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Let’s work together

Whether you’re starting a new venture, looking for ways to grow your business, build your savings, protect your family or live a healthier life, I can help provide holistic strategies to meet your needs. I’ll help you protect yourself, your partners, employees and your family by:

Discovering the right mix of insurance and investment strategies that meet your goals
Identifying risk management solutions and tax strategies, so you can run your business with peace of mind, knowing it is more secure
Understanding your needs of today, while building for the future and planning for succession.
Providing investment strategies designed to help maximize your money
Converting your lifetime savings into retirement income when you’re ready

Whether it's through life insurance, health insurance or an investment strategy, I’ll help you build lifetime financial security.

Products and services

Every financial and protection strategy is different. Browse through the product and services offerings below to learn more.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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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Tools and calculators

Make planning for your financial future and retirement easier with some of our tools and calculators.

Retirement savings calculator

Calculate how well your retirement savings align with what you can expect to spend. 
What you get: An assessment of whether you’re saving enough to retire when and how you want.

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Life insurance calculator

Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone. 

What you get: An estimate of the amount of coverage you need to protect those who depend on you

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Budget calculator

Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.

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Office information

Montréal, QC

Phone:

(514) 866-5811 x2215

Email:

francisanthony.gutta@sunlife.com

Address:

1155 Metcalfe Street, Suite 220, Montréal, QC, H3B 2V6 Canada

Office hours:

Monday 9 a.m. - 9 p.m.

Tuesday 9 a.m. - 9 p.m.

Wednesday 9 a.m. - 9 p.m.

Thursday 9 a.m. - 9 p.m.

Friday 9 a.m. - 5 p.m.

Saturday - Sunday CLOSED

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