Don Ho

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Let’s connect

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.

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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

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

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.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.

Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.

Remember, small adjustments now can lead to big comfort later. Let's chat.

Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.

Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.

#BusinessPlanning #YearEndReview #2026Goals

Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/

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Office information

Toronto, ON

Phone:

(416) 512-0400 x2236

Email:

don.ho@sunlife.com

Address:

5775 Yonge Street, Suite 1900, North York, ON, M2M 4J1 Canada

Let’s connect

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