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.
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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 and budgeting

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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Employers can support workers' mental health with digital toolkits, adequate coverage: expert | Benefits

Employers can support workers' mental health with digital toolkits, adequate coverage: expert | Benefits

This Mental Health Week and beyond, employers can support employee mental health using digital toolkits, mental-health coaching and by providing adequate coverage, says Marie-Chantal Côtè, senior vice-president of group benefits at Sun Life Financial Inc.

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