Maninder Dillon
Job title: Advisor, Sun Life
Languages spoken: English, Hindi, Punjabi
Area(s) served: Surrey, Langley, Vancouver, North Vancouver, Maple Ridge, Delta, Cloverdale, White Rock, New Westminster, Abbotsford.
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.
Helping you achieve lifetime financial security
Every individual’s situation is unique. That’s why, I create financial and protection strategies tailored to your own needs, priorities and goals. I’m dedicated to the Clients I work with and aim to provide service with honesty and integrity.
From millennials and families to new Canadians and business owners, I can help you regardless of your unique situation.
Life is full of unexpected events. I’m here to help protect you, your loved ones and your assets in case something happens to you. I can help you:
- protect your loved ones from unforeseen circumstances,
- protect your mortgage from income loss,
- grow your wealth through investments in your RRSP, TFSA and RESP and
- make sure your plan aligns with your goals as your life changes.
When we begin working together, I’ll set up a meeting to discuss your needs and goals. Then I can create your strategy that incorporates both wealth and protection. We’ll make changes as your life changes and have follow ups annually to assess your progress.
I’m located in Surrey and serve Clients from the greater Vancouver area. I’m happy to accommodate in -person and virtual appointments. I offer my services in English, Hindi and Punjabi. Contact me to book your appointment.
Client testimonial
"Maninder from SunLife has been a great representative for my family and I during these tough times. She handled everything in a responsible and effective way during the time we needed the most help from her. She gave us clear and precise instructions on the steps to take regarding paperwork and other informative tactics for the future. She encouraged my family to keep investing and found a plan that works the best for us. We really loved her strong work ethic and her charming personality that brought us joy each time we had a visit with her (on zoom or on call)."
- N.G.
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Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/maninder.dillon
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/maninder.dillon
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement