Deiulis Financial Services Inc.

Job title: Advisor, Sun Life

Languages spoken: English

Area(s) served: Servicing Guelph, Kitchener Waterloo and surrounding area.

How we can help

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Who we service

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Business owners general

Helping business owners take control of their finances one step at a time.

Entrepreneurs small

Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.

Families

Helping families protect what matters most and work towards a secure financial future for each family member.

How we work together

Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:

  • assessing your current financial situation,
  • setting achievable goals,
  • developing a realistic approach to meet those goals,
  • helping you work toward your goals and
  • helping you revise that approach as your needs change
  • creating a comprehensive living financial roadmap that helps you set reasonable goals to suit your lifestyle.


Our commitment to you

By understanding your needs, we can recommend a strategy and coverage that will help allow your loved ones to continue living the same lifestyle they are accustomed to now and in retirement.

We will educate you, guide you and help you make informed decisions to achieve your financial goals and shape your future. Whether you are just starting out, raising a family or planning your retirement…it all starts with great advice.


Our Team is happy to meet with you in person or virtually.

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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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.
What a recession might mean for your money

What a recession might mean for your money

What does a recession really mean for your money? Understanding it can help you make more informed decisions.

Get the basics — and then get in touch to discuss your next steps.
👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/what-is-a-recession-and-what-does-it-mean-for-you/


Reach out to set up a time to chat!

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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.