Ivan Bento Insurance and 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.

Ivan Bento Insurance and Financial Services Inc.

Job title: B.Sc., MBA, RRC®

Languages spoken: English, Portuguese, Spanish

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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Who we service

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Business owners general

Helping business owners take control of their finances one step at a time.

Families

Helping families protect what matters most and work towards a secure financial future for each family member.

High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

Let's work together

As an advisor, I do more than offer solutions. I know how investments and insurance fit together. I know how to help choose the proper financial strategy, how to communicate effectively and how to help protect and build wealth for Clients.

Making good decisions is vital to achieve lifetime financial security and I’ll assist 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
revising that approach as your needs change.

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, budgeting and investing

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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When juggling many different assets, you need a strong plan in place.

Together, we can optimize your assets with the aim to make you money and to protect you for the long term.

It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence

If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.

How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.

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Office information

Pitt Meadows, BC

Phone:

(604) 465-1932

Email:

ivan.bento@sunlife.com

Address:

#203 - 19141 Ford Rd.,, Pitt Meadows, BC, V3Y 2P8 Canada

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