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Meet Indira Ramos, our Associate Advisor here at IAB & Associates Financial Solutions Inc at Sun Life.
Indira is a professional advisor, with more than 10 years experience in the wealth and insurance industry. She manages all transactions and makes sure they run smoothly, while providing an excellent customer service. She has a special talent for designing effective marketing strategies with a deep commitment to Client service. She is always one step ahead in resolving inquires and providing support. She works closely with Clients to help them discover the best strategy to meet their needs. Her passion helping clients to achieve their financial goals, combined with her expertise in the insurance industry, makes her an integral part of our success. In her free time, Indira enjoys going to the gym, listening to music, travelling, and cooking vegan dishes.
Visit our website https://advisor.sunlife.ca/iab/ to find out more about our company, our team and our services today!
Email: indira.ramos.doria@sunlife.com
We here to help you plan for you and your family’s future. Let’s get started.
Indira is a professional advisor, with more than 10 years experience in the wealth and insurance industry. She manages all transactions and makes sure they run smoothly, while providing an excellent customer service. She has a special talent for designing effective marketing strategies with a deep commitment to Client service. She is always one step ahead in resolving inquires and providing support. She works closely with Clients to help them discover the best strategy to meet their needs. Her passion helping clients to achieve their financial goals, combined with her expertise in the insurance industry, makes her an integral part of our success. In her free time, Indira enjoys going to the gym, listening to music, travelling, and cooking vegan dishes.
Visit our website https://advisor.sunlife.ca/iab/ to find out more about our company, our team and our services today!
Email: indira.ramos.doria@sunlife.com
We here to help you plan for you and your family’s future. Let’s get started.
Meet Indira Ramos, our Associate Advisor here at IAB & Associates Financial Solutions Inc at Sun Life.
Indira is a professional advisor, with more than 10 years experience in the wealth and insurance industry. She manages all transactions and makes sure they run smoothly, while providing an excellent customer service. She has a special talent for designing effective marketing strategies with a deep commitment to Client service. She is always one step ahead in resolving inquires and providing support. She works closely with Clients to help them discover the best strategy to meet their needs. Her passion helping clients to achieve their financial goals, combined with her expertise in the insurance industry, makes her an integral part of our success. In her free time, Indira enjoys going to the gym, listening to music, travelling, and cooking vegan dishes.
Visit our website https://advisor.sunlife.ca/iab/ to find out more about our company, our team and our services today!
Email: indira.ramos.doria@sunlife.com
We here to help you plan for you and your family’s future. Let’s get started.
Indira is a professional advisor, with more than 10 years experience in the wealth and insurance industry. She manages all transactions and makes sure they run smoothly, while providing an excellent customer service. She has a special talent for designing effective marketing strategies with a deep commitment to Client service. She is always one step ahead in resolving inquires and providing support. She works closely with Clients to help them discover the best strategy to meet their needs. Her passion helping clients to achieve their financial goals, combined with her expertise in the insurance industry, makes her an integral part of our success. In her free time, Indira enjoys going to the gym, listening to music, travelling, and cooking vegan dishes.
Visit our website https://advisor.sunlife.ca/iab/ to find out more about our company, our team and our services today!
Email: indira.ramos.doria@sunlife.com
We here to help you plan for you and your family’s future. Let’s get started.
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Meet Chris. He’s a worrier. He worries about his family and how they’ll financially cope if he unexpectedly passes away, or if a family member becomes seriously ill. With layers of insurance, Chris can finally sleep easy. Until December 31, bundle your protection and you may be eligible to save. Reach out to me for details.*
* Certain terms and conditions may apply. Contact me for more information.
Visit our website https://advisor.sunlife.ca/iab/
* Certain terms and conditions may apply. Contact me for more information.
Visit our website https://advisor.sunlife.ca/iab/
Meet Chris. He’s a worrier. He worries about his family and how they’ll financially cope if he unexpectedly passes away, or if a family member becomes seriously ill. With layers of insurance, Chris can finally sleep easy. Until December 31, bundle your protection and you may be eligible to save. Reach out to me for details.*
* Certain terms and conditions may apply. Contact me for more information.
Visit our website https://advisor.sunlife.ca/iab/
* Certain terms and conditions may apply. Contact me for more information.
Visit our website https://advisor.sunlife.ca/iab/
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
November is Financial Literacy Month! Let’s work together to strengthen your financial knowledge and empower you to save for the future. Reach out to get started.
November is Financial Literacy Month! Let’s work together to strengthen your financial knowledge and empower you to save for the future. Reach out to get started.
What are your options for health insurance in retirement? Beyond government plans, there are three main sources of health insurance available once you retire:
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
Ready to take your business to the next level? Whether it's scaling operations, launching a new product, or seizing a game-changing opportunity, we can help you unleash your business's true potential! 💡💼 #BusinessLoans #FuelGrowth #SeizeOpportunities
Ready to take your business to the next level? Whether it's scaling operations, launching a new product, or seizing a game-changing opportunity, we can help you unleash your business's true potential! 💡💼 #BusinessLoans #FuelGrowth #SeizeOpportunities
Limited time protection bundle offer! The days are getting colder, so it’s the perfect time to bundle up and protect your whole family. You may be able to save when you layer two or more Sun Life insurance solutions. Contact me to learn how you can protect your family and save.*
Visit our website https://advisor.sunlife.ca/iab/
* Certain terms and conditions may apply. Contact me for more information.
Visit our website https://advisor.sunlife.ca/iab/
* Certain terms and conditions may apply. Contact me for more information.
Limited time protection bundle offer! The days are getting colder, so it’s the perfect time to bundle up and protect your whole family. You may be able to save when you layer two or more Sun Life insurance solutions. Contact me to learn how you can protect your family and save.*
Visit our website https://advisor.sunlife.ca/iab/
* Certain terms and conditions may apply. Contact me for more information.
Visit our website https://advisor.sunlife.ca/iab/
* Certain terms and conditions may apply. Contact me for more information.
Secure a brighter future together!
When you commit to a life with a partner, you get the comfort of knowing you will be together through highs and lows. You now share many aspects of your lives: your goals, your dreams, and in most cases, your expenses and finances.
We can help you build a plan that protects you and your partner from the unexpected.
Take the next step to secure a brighter future together.
Please visit our website https://advisor.sunlife.ca/iab/ and contact us today!
When you commit to a life with a partner, you get the comfort of knowing you will be together through highs and lows. You now share many aspects of your lives: your goals, your dreams, and in most cases, your expenses and finances.
We can help you build a plan that protects you and your partner from the unexpected.
Take the next step to secure a brighter future together.
Please visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Watch video
This spooky season, I can help you take the fear out of your finances.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
Visit our website: https://advisor.sunlife.ca/iab/
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
Visit our website: https://advisor.sunlife.ca/iab/
This spooky season, I can help you take the fear out of your finances.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
Visit our website: https://advisor.sunlife.ca/iab/
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
Visit our website: https://advisor.sunlife.ca/iab/
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances
Visit our website: https://advisor.sunlife.ca/iab/ and connect with us today!
Visit our website: https://advisor.sunlife.ca/iab/ and connect with us today!
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances
Visit our website: https://advisor.sunlife.ca/iab/ and connect with us today!
Visit our website: https://advisor.sunlife.ca/iab/ and connect with us today!
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
🍂 It’s small business week. Let’s thank the hard-working small business owners in our family, community and country!
🍂 It’s small business week. Let’s thank the hard-working small business owners in our family, community and country!
Secure a brighter future for your family!
Build a solid foundation for your family and future generations with insurance solutions designed to meet your needs. With Sun Life, you can help protect each member of your family – you, your spouse or partner, and your child – and prepare for the unexpected.
We can help you build a plan that protects your family from the unexpected.
Take the next step to secure a brighter future for your family.
Let’s connect today. Visit our website and connect with us at https://advisor.sunlife.ca/iab/
Build a solid foundation for your family and future generations with insurance solutions designed to meet your needs. With Sun Life, you can help protect each member of your family – you, your spouse or partner, and your child – and prepare for the unexpected.
We can help you build a plan that protects your family from the unexpected.
Take the next step to secure a brighter future for your family.
Let’s connect today. Visit our website and connect with us at https://advisor.sunlife.ca/iab/
Watch video
This fall, let’s investigate health insurance that protects you and what you love most. Give me a call to get started.
This fall, let’s investigate health insurance that protects you and what you love most. Give me a call to get started.
Do you know what types of insurance makes sense for your family? Often, you may need more than one type of coverage. Now is a great time to book a conversation with me to find out! Our limited-time protection bundle offer can help you save.
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
10 tax ideas to get your personal finances in order
Take control of your personal finances by understanding the industry better. Check out this resource to get started.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
Allocation Views: Balanced risk across assets
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.
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.
Comparison of tax-advantaged savings accounts: TFSA, RRSP and FHSA
Boost your knowledge with this helpful article.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.