Edgardo Navarrosa Sapa
Job title: Advisor, Sun Life, BBA, MBA
Languages spoken: English, Ilocano, Tagalog, Visayan
Area(s) served: Saskatchewan, Alberta, British Columbia
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Helping Clients build a plan for lifetime financial security
As an advisor at Sun Life, I'm passionate about helping Clients achieve their financial dreams. I deliver a full range of insurance and investment products along with dedicated customer service to help you achieve financial success. I offer effective financial solutions for families and business owners that help protect the things that matter to them. I'll listen to understand your personal and unique situation before making custom recommendations that help you meet your goals.
I can meet you in my very convenient and spacious office here in Abbotsford, BC. If you would prefer to meet virtually, I’m happy to accommodate.
Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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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.
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