Coelho Financial Solutions Inc.
Job title: Advisor at Sun Life, CFP®, RIS
Languages spoken: English, Portuguese
Our Value Proposition
At Coelho Financial Solutions our team, with more than 30+ years of experience, will welcome you with a warm and casual comfort.
With empathy, respect, and honesty, we will treat you like family, as we guide you towards financial peace-of-mind.
It doesn’t have to be complicated.
Starting with ‘what’s on your mind?’ we will advise you on all options available, always identifying the best ones to minimize your taxes and maximize your financial security.
At your pace, we will work with you to create a predictable financial future that allows you to feel confident, knowing that someone is always looking out for you.
Products and services
Every financial and protection strategy is different. Browse through the product and services offerings below to learn more.
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.
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.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
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
What you get: An estimate of the amount of coverage you need to protect those who depend on you
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.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.