Meyer Elbaz

Job title: Financial security advisor and mutual funds representative

Languages spoken: English, French

Area(s) served: Greater Montreal

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.
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Let's work together

For your long-term goals or your short-term needs, I work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life. 


I can help you meet your needs with a number of solutions. From a simple budget to complex strategies, I can help you build lifetime financial security by: 

  • Protecting your family when the unexpected happens with term life, permanent life or universal life insurance
  • Providing you with options for personal health, disability insurance or critical illness insurance 

 

You can benefit from my professional experience and access to some of the industry’s leading insurance and investment products. I can help you build a financial approach customized to your needs.

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 and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Qu’est-ce que l’inflation et comment s’en protéger?

Qu’est-ce que l’inflation et comment s’en protéger?

L’inflation et le coût de la vie augmentent rapidement. Qu’est-ce que cela signifie? Quelle incidence auront-ils sur vos objectifs d’épargne-retraite?
https://sunlife.co/tf6g

Five Ways To Deal With Market Volatility

Boost your knowledge with this helpful article.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Calculateur d'épargne-retraite

Calculateur d'épargne-retraite

La Sun Life peut vous aider à constituer et à protéger votre épargne en vous offrant des produits de placement, d'assurance-vie et d'assurance-santé, et des...
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