Kozeta Resuli

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Let’s connect

Job title: Advisor, Sun Life, B.A., CLU®, RHU, EPC

Languages spoken: Albanian, English

Area(s) served: Greater Toronto Area

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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Financial planning in the Greater Toronto Area

Let me help you reach your goals in a holistic way. I’ll work with you to balance your financial, health and protection needs. My goal is to provide you peace of mind about your future.

I work with:

families,
business owners and
pre-retirees.

When we begin working together, we’ll take the time to discuss your needs and goals. I can help you address any immediate needs while also working towards your future. Once a financial plan is in place, we can meet annually to ensure it’s updated as your life changes.

My office is in Brampton, Ontario. I’m happy to offer virtual appointments for Clients throughout the Greater Toronto Area. Contact me to book your appointment.

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.

Learn more

Stay informed

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Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/

Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.

#WealthManagement #FinancialRoadmap

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Office information

Brampton, Ontario

Phone:

(905) 794-0974

Email:

kozeta.resuli@sunlife.com

Address:

111 Whitwell Drive,, Brampton, ON, L6P 1E3 Canada

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