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.
Who we service
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Business owners
Families
High net worth and affluent
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
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/ivan.bento
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/ivan.bento
Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner
This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.
Ready to strengthen your protection? Let's talk!