Doros Theodosiou Financial Services Inc.

Helping you reach your health and wealth goals.

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

Doros Theodosiou Financial Services Inc.

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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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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Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan.

The holidays can be stressful. If you’re feeling the financial crunch, book some time to discuss your holiday budget.

Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.

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Office information

Waterloo, ON

Phone:

(519) 888-6700

Email:

doros.theodosiou@sunlife.com

Address:

151 Frobisher Drive, Unit A202, Waterloo, ON, N2V 2C9 Canada

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