Don Ho
Job title: Advisor, Sun Life
Languages spoken: Cantonese, English, Mandarin
Area(s) served: Ontario
Trustworthy advice you can count on
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.
Holistic retirement planning
Let me help you invest in your future so you can retire your way. My goal is to help you keep your family safe while achieving your short and long-term financial objectives.
I work with:
- families,
- new Canadians,
- pre-retirees and
- retirees.
When we begin working together, I take the time to understand your needs and goals. From there, I can make a financial strategy based on your unique situation. I’m here for you to help you implement your strategy and meet on an annual basis to make updates when needed.
My office is in Toronto, Ontario. I offer in-person appointments for Clients throughout the Greater Toronto area. I also offer virtual appointments for Clients throughout Ontario. I offer my services in English, Mandarin and Cantonese. Contact my office to book your appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/don.ho
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/don.ho