Mastoris Financial Solutions Ltd.
"Your future, our focus"
As a trusted Sun Life advisor based in the Niagara region, I’m proud to help families, professionals, and business owners build financial clarity, protect their futures, and grow lasting wealth.
With a background in business and a strong understanding of the Canadian financial landscape, I specialize in personalized strategies that align with your life goals — whether that means securing the right life or health insurance, planning for retirement, managing investments, or creating efficient estate and tax plans.
I work closely with clients in Niagara Falls, St. Catharines, Welland, and surrounding communities, offering a professional, approachable experience that puts your needs first. No two clients are the same — that’s why I take the time to listen, understand, and develop a financial roadmap tailored just for you.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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https://advisor.sunlife.ca/mastoris.financial/
https://advisor.sunlife.ca/mastoris.financial/
SMART goals
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/mastoris.financial/
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/mastoris.financial/
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/mastoris.financial/
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