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

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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.

High net worth and affluent

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

Pre-retirees and retirees

Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.

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

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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How to make retirement savings last

How to make retirement savings last

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, 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.
Exciting news! Sun Life launched a new GenAI-powered Notes Assistant tool for advisors.

Powered by GenAI, this tool efficiently and safely summarizes Client meetings and outlines action items. As an advisor, this allows me to spend less time taking notes, and more time on what matters most – helping Clients achieve lifetime financial security and live healthier lives.

This is one example of how Sun Life is embracing the power of technology to make life brighter for advisors and Clients.

Want to learn how this can benefit your financial journey? Let's chat about your goals and how I can help you achieve them.




Transcript: Say hello to Sun Life’s new Notes Assistant created for advisors powered by GenAI. Key features: Meeting summaries, Action items, Draft emails. 100% of advisors saved over 15 minutes per meeting. 65% of advisors saved over 30 minutes per meeting. Harnessing GenAI so advisors can spend less time on note taking and more time helping Clients achieve lifetime financial security and live healthier lives.

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