About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Coelho Financial Solutions Inc.
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.
Job title: Advisor at Sun Life, CFP®, RIS
Languages spoken: English, Portuguese
Phone: (519) 772-8890
Email: coelho.solutions@sunlife.com
Address: 151 Frobisher Drive, Unit A201, Waterloo, ON, N2V 2C9 Canada
Joe Coelho
Whether you’re thinking about your family, home, career, health or retirement –or any combination of these –we’ve got helpful advice and solutions to help you live a brighter, more financially secure and healthier life. I’ll work with you to help you discover the best strategy to meet your needs. We’ll work together to understand your financial goals, prepare for the unexpected and take advantage of new opportunities –throughout your life.
Kelly Matos-Orantes
Kelly joined the team in December of 2023 as an associate advisor, with 10+ years in the financial services industry (specializing in Life & Critical Illness Insurance) and 28 years of Client services experience in various roles & industries.
Demonstrating strong and valuable skillsets in human relations (enhanced from a background as an HR Coordinator, as well as a branch CSR in the banking industry) Kelly is a natural extravert with a passion for building relationships to more effectively match each family with their (custom) protection plan, within their affordability.
Outside of work, Kelly is a boy mom who values quality time with her family, playing the saxophone, as well as visiting her parents in Costa Rica each year.
Job title: Associate Advisor, Sun Life
Jillian Randell
Jillian joined the team as an office administrator in 2024. She decided right away that she wanted to learn more about the financial industry driven by the opportunity to help guide people toward financial freedom through clear and honest advice.
Through successful completion of the Canadian Investment Funds Course Jillian is now an associate advisor. She shows up to work excited to connect with Clients and looks for every opportunity to plan, learn and grow together.
Outside of work, Jillian enjoys spending time at the gym with her two daughters Sophia & Addison, as well as reading, writing and cooking.
Job title: Associate Advisor, Sun Life
Email: jillian.randell@sunlife.com
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