Joe Ferreyro Financial Solutions Inc.
Languages spoken: English, Portuguese, Spanish
Area(s) served: Toronto, Peel Region, York Region, Simcoe County, Durham Region, Brant County, Norfolk County
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
Learn more
Business owners general
High net worth and affluent
Pre-retirees and retirees
What are your dreams for yourself and your family?
Do you feel like you don’t have time to prioritize your financial wellbeing? We know life can get busy. Creating a plan for yourself, your family or your business should always be a priority. We help Clients who want to reach their goals but don’t know how to get there.
We develop long term trusted relationships with Clients. When working with you, we start by getting to know you, your family and your situation. From there, we can create a plan that will help you meet your personal and financial goals. We believe in our values of Client loyalty, professionalism, competence, commitment, integrity, work ethic, confidentiality.
Our goal is to create and implement the financial strategies that help Clients to:
- build and protect their future,
- preserve what they already have,
- prepare for financial uncertainty, and
- transfer their estate in the most efficient manner possible.
Our mission is to make a positive impact in the lives of Clients, primarily through a professional, one-on-one relationship. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities.
Financial peace of mind with objective advice
Our purpose is to help Canadians achieve lifetime financial security and peace of mind so they can enjoy a long and healthy life.
Our vision is to help Clients realize their dreams by anticipating, understanding, and meeting financial needs.
We welcome the opportunity to meet with you to discuss our unique service offering in greater detail. Contact our office and we will set up a time to meet with you.
Products and services
Life insurance products
Investment options
Business owners
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Sustainable finance initiative aims to bring climate transition plans back to the fore | Investment Executive
Let's chat https://advisor.sunlife.ca/joe.ferreyro/
Webinar Details:
Date: Wednesday 4th June at 7:00 PM ET (US and Canada)
In this insightful session, you’ll learn:
• Strategies to grow and protect your savings.
• Tips for balancing short-term needs and long-term goals.
• Tools to optimize your financial planning.
Register Now to Reserve Your Spot
https://sunlife-ca.zoom.us/webinar/register/WN_xjsJjFJFTwKEAIKxOTVN3g
Webinar Details:
Date: Wednesday 4th June at 7:00 PM ET (US and Canada)
In this insightful session, you’ll learn:
• Strategies to grow and protect your savings.
• Tips for balancing short-term needs and long-term goals.
• Tools to optimize your financial planning.
Register Now to Reserve Your Spot
https://sunlife-ca.zoom.us/webinar/register/WN_xjsJjFJFTwKEAIKxOTVN3g
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.