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.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.