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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Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/