Doros Theodosiou Financial Services Inc.

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Let's Work Together

For your long-term goals or your short-term needs, I work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
 
I can help you meet your needs with a number of solutions. From a simple budget to complex strategies, I can help you build lifetime financial security by:
  • Developing an investing approach that includes RRSPs, TFSAs, or RESPs,
  • Growing your investments through GICs, mutual funds or segregated funds,
  • Protecting your family when the unexpected happens with term life, permanent life, or universal life insurance,
  • Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and,
  • Providing you with options for personal health, disability insurance or critical illness insurance.
 
You can benefit from my professional expertise and access to some of the industry’s leading insurance and investment products. I can help you build a financial approach customized to your needs.

Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.

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.

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Stay informed

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A framework for allocating to cash and cash-like instruments: Risk, horizon, and funding level | Vanguard Canada

A framework for allocating to cash and cash-like instruments: Risk, horizon, and funding level | Vanguard Canada

Access helpful resources on financial knowledge developed by professionals in the industry.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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Dive into expert insights on building and preserving wealth in today’s economic landscape.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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