Avantis Financial Solutions Inc.
Our commitment, at Avantis, is to offer a remarkable service experience, delivered by a full-service team of experienced professionals. With customized investment and insurance solutions designed to help maximize your money, we can help you achieve lifetime financial security. We’ll work together to identify opportunities and help you make informed choices for building and protecting your savings based on your goals and plans for the future. Together we’ll work towards helping you live a brighter, more financially secure and healthier life.
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, We can help provide holistic strategies to meet your needs. We'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, We’ll help you build lifetime financial security.
Languages spoken: English, French, Italian, Spanish
Phone: (514) 866-5811 x2215
Email: francisanthony.gutta@sunlife.com
Address: 1155 Metcalfe Street, Suite 220, Montréal, QC, H3B 2V6 Canada
Francis Anthony Gutta, B.Eng.
I work with business owners, incorporated professionals, and high-net-worth families across Greater Montreal and Greater Toronto & Ottawa region to build, optimize, and preserve long-term wealth. With a focus on strategic asset allocation, tax-efficient investment strategies, and corporate financial security planning, I help Clients navigate complex financial decisions and capitalize on opportunities for capital growth.
Grounded in a holistic framework, I help ensure that every Client's investment strategy is supported by robust risk management solutions. By aligning capital growth with tailored asset protection, I help provide Clients with clarity, control, and multi-generational peace of mind.
Job title: Financial security advisor, Sun Life | Group insurance and group annuity plans advisor, Avantis Financial Solutions Inc.
Gina Joseph
As an associate advisor at Avantis Financial Solutions, I focus on helping families build resilient financial foundations and protect what matters most. I collaborate closely with parents, couples, and individuals navigating major life milestones—from cash flow planning, education funding & estate protection to comprehensive family financial protection.
Dedicated to delivering a warm, personalized Client experience, I simplify complex financial decisions into practical, actionable steps. I ensure that every family's long-term roadmap is supported by tailored risk management, estate liquidity, and asset protection strategies that help provide lasting peace of mind.
Job title: Financial security advisor, Sun Life | Group insurance and group annuity plans advisor, Avantis Financial Solutions Inc.
Phone: 514-625-7501
Email: gina.joseph@sunlife.com
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.