Fadi Benjamin

Helping you reach your health and wealth goals.

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

Job title: Advisor at Sun Life, CFA, P.Eng., MBA

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

Making good decisions is the key to achieving lifetime financial security and I’ll help you along the way. We’ll work together by:

assessing your current financial situation,
setting achievable goals,
developing a realistic approach to meet those goals,
helping you work toward your goals and
helping you revise that approach as your needs change.

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

See more articles

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.

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Do you need life insurance if you’re wealthy?

Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....

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How to make your money last for generations

If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.

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Office information

Oakville, Ontario

Phone:

(905) 337-0039 x2275

Email:

fadi.benjamin@sunlife.com

Address:

5420 North Service Road, Suite 401, Burlington, ON, L7L 6C7 Canada

Office hours:

Monday: 9:00 AM - 6:00 PM

Tuesday: 9:00 AM - 6:00 PM

Wednesday: 9:00 AM - 7:00 PM

Thursday: 9:00 AM - 6:00 PM

Friday: 9:00 AM - 6:00 PM

Saturday: 10:00 AM - 2:00 PM by appointment

Sunday: Closed

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