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
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 and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.