About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Not your average advisors ...
With unique passion for what we do, decades of experience, and CERTIFIED FINANCIAL PLANNER™ (CFP®) and CHARTERED LIFE UNDERWRITER (CLU®) designations, we have experience that is rare in our industry.
As advisors, we act in your best interests, always.
Lifestage Financial Services Inc.
What Makes Us Different?
We choose not to be everything to everyone.
Instead, we partner with a small group of great Clients. We collaborate deeply with those who have shared values, and who appreciate our unique approach, aligned interests, and transparency.
With a small Clientele, we provide each family our full consideration.
Phone: (416) 705-5595
Email: dylan.oheron@sunlife.com
Address: 1 University Ave., Suite 201, Toronto, ON, M5J 2P1 Canada
Dylan O'Heron, CFP, CLU, PFP, MBA
For over 40 years, I have been obsessed with how people become wealthy, and how they stay wealthy.
What investing strategies work? Which ones don't?
How do you become wealthy? How do you stay wealthy?
How do you avoid being poor?
As a CERTIFIED FINANCIAL PLANNER® since 1999, I offer lessons learned over a lifetime of observation and personal experience.
Job Title: Financial Planner, Sun Life, CFP®, CLU®, MBA, PFP
Phone: (416) 705-5595
Email: dylan.oheron@sunlife.com
Yanjun (Joy) Liu, CFP, CLU
I came to Canada on my own in 2016, and have built a successful life and career here. I'm happy to share my experience to assist other newcomers navigate Canadian finances.
As both a CHARTERED LIFE UNDERWRITER® and CERTIFIED FINANCIAL PLANNER®, I bring overlooked and underappreciated strategies to your finances.
Job Title: Financial Planner, Sun Life, CFP®, CLU®
Languages spoken: Cantonese, Chinese, English, Mandarin
Phone: (647) 685-2811
Email: joy.liu@sunlife.com
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.