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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
While life can be unpredictable, your finances don't have to be. Start building your emergency savings today to create a strong safety fund.
For more information visit our website: https://advisor.sunlife.ca/iab/
For more information visit our website: https://advisor.sunlife.ca/iab/
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Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact us before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
* Certain terms and conditions may apply. Contact me for more information.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact us before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
* Certain terms and conditions may apply. Contact me for more information.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
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.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
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.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat.
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 holidays can be stressful. If you’re feeling the financial crunch, book some time to discuss your holiday budget.
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 holidays can be stressful. If you’re feeling the financial crunch, book some time to discuss your holiday budget.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
8 ways you can benefit from life insurance:
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
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 experience 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 experience 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 experience 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 experience 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.
How advisor Ivan Arturo turned a telecom sales job into a career in financial planning
During this Financial Literacy Month, I had the privilege to be invited to the The Globe and Mail's most recent "Behind the Advice" podcast episode.
In this episode, I share my journey as an immigrant from Colombia, studying full-time at York University and working as a salesperson for a major telecom company. Tune in to hear how I landed a career in the Financial planning industry and how my family’s background in education and my passion for helping others achieve financial freedom have inspired me throughout my career.
Check out the link below to listen to the full story:
https://www.theglobeandmail.com/investing/article-how-advisor-ivan-arturo-turned-a-telecom-sales-job-into-a-career-in/
Listen now on Spotify:
https://open.spotify.com/episode/1mWYDGFl2Nvp4wI1i94rAB?si=c70a87876f014a7b
Listen now on Apple Podcasts:
https://podcasts.apple.com/us/podcast/how-advisor-ivan-arturo-turned-a-telecom-sales-job/id1769685148?i=1000677749457
#FinancialLiteracyMonth #PersonalFinance
In this episode, I share my journey as an immigrant from Colombia, studying full-time at York University and working as a salesperson for a major telecom company. Tune in to hear how I landed a career in the Financial planning industry and how my family’s background in education and my passion for helping others achieve financial freedom have inspired me throughout my career.
Check out the link below to listen to the full story:
https://www.theglobeandmail.com/investing/article-how-advisor-ivan-arturo-turned-a-telecom-sales-job-into-a-career-in/
Listen now on Spotify:
https://open.spotify.com/episode/1mWYDGFl2Nvp4wI1i94rAB?si=c70a87876f014a7b
Listen now on Apple Podcasts:
https://podcasts.apple.com/us/podcast/how-advisor-ivan-arturo-turned-a-telecom-sales-job/id1769685148?i=1000677749457
#FinancialLiteracyMonth #PersonalFinance
November is Financial Literacy Month. It’s the perfect time for a financial checkup. Reach out to set up some time to discuss your family’s finances.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
November is Financial Literacy Month. It’s the perfect time for a financial checkup. Reach out to set up some time to discuss your family’s finances.
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 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.
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 the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.