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.
Mastoris Financial Solutions Ltd.
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.
Alexandros (Alex) Mastoris
My career in finance began over 18 years ago in Australia, where I developed a strong foundation in client service, investment principles, and financial planning. In 2015, I moved to Canada to build a new chapter for my family — one grounded in opportunity, community, and growth. Today, I’m proud to call the Niagara region home, where I’m raising a beautiful family and cherishing every moment we share.
Since arriving in Canada, I’ve expanded on my experience by working with TD Bank, Meridian Credit Union, and Aviso Wealth. These roles gave me a deep understanding of the Canadian financial landscape and allowed me to serve clients with care, professionalism, and integrity. But I came to realize that Canadians need more than just banking or investment solutions — they need holistic financial advice that supports them through life’s key milestones.
That belief led me to become an independent advisor with Sun Life. In this role, I’m able to offer comprehensive, client-first advice across insurance, investments, retirement planning, and estate strategies. I chose independence because I believe advice should always start and end with what’s best for the client — and that’s exactly how I run my practice at Mastoris Financial Solutions.
Whether you’re a young family just getting started, a business owner growing your wealth, or someone planning for retirement and legacy, I’m here to help you protect what matters and plan with confidence — every step of the way.
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