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
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.
Stay informed
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Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Ontario family shocked their parents RRSPs needed to pay almost their entire tax bill
Important Tax Planning Reminder — Avoid Surprises Like This
I wanted to share a recent story circulating on CTV News that highlights the importance of proactive tax and estate planning. A Canadian family was unexpectedly hit with a substantial tax bill following the transfer of assets — a situation that could have been mitigated with proper guidance.
You can read/watch the full article here: https://www.ctvnews.ca/toronto/video/2025/09/25/ontario-family-shocked-their-parents-rrsps-needed-to-pay-almost-their-entire-tax-bill/
Stories like this serve as a timely reminder that even well-intentioned decisions can carry significant financial consequences. That’s why I’m offering a complimentary needs analysis to review your current tax exposure and estate planning strategy. Together, we can identify potential risks and ensure your plans align with your long-term goals.
If you haven’t scheduled your review yet, I encourage you to reach out. A short conversation today could prevent a costly surprise tomorrow.
I wanted to share a recent story circulating on CTV News that highlights the importance of proactive tax and estate planning. A Canadian family was unexpectedly hit with a substantial tax bill following the transfer of assets — a situation that could have been mitigated with proper guidance.
You can read/watch the full article here: https://www.ctvnews.ca/toronto/video/2025/09/25/ontario-family-shocked-their-parents-rrsps-needed-to-pay-almost-their-entire-tax-bill/
Stories like this serve as a timely reminder that even well-intentioned decisions can carry significant financial consequences. That’s why I’m offering a complimentary needs analysis to review your current tax exposure and estate planning strategy. Together, we can identify potential risks and ensure your plans align with your long-term goals.
If you haven’t scheduled your review yet, I encourage you to reach out. A short conversation today could prevent a costly surprise tomorrow.
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.