I help individuals, families, and small business owners in Ontario make informed and confident financial decisions in Canada. My work focuses on financial protection, investment strategies, and retirement planning. I work primarily with the community in Ontario, helping newcomers and long-term residents understand how the Canadian financial system works and how to build long-term stability for their families.
My goal is simple: to bring clarity, structure, and peace of mind to your financial planning, so your money works for you, not the other way around.
Daniel Beltran Ayala
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Job title: Financial Planner, Sun Life, QAFP™
Languages spoken: English, Spanish
Phone: (226) 700-8956
Email: daniel.beltran@sunlife.com
Address: 1 Commissioners Road East, Unit 101, London, ON, N6C 5Z3 Canada
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