Mike Butean
Job title: Advisor, Sun Life, PFA™, B.Eng.
Languages spoken: English, Romanian
Area(s) served: Kitchener-Cambridge-Guelph-GTA,Ontario
Vision Statement
To help families and entrepreneurs create generational wealth and financial security through smart, protection-first strategies – using permanent insurance with cash value, critical insurance coverage and strategic investments options as powerful tools for their future. My legacy is to build trust, reduce financial stress and leave a lasting impact through honest, Client-first advice.
Who we service
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Entrepreneurs small
Families
Incorporated professionals
Helping you achieve lifetime financial security
My goal is to help you achieve lifetime financial security and live an overall healthier life. I do this by taking the time to learn about your unique financial situation and goals. From there, I use my experience and industry knowledge to create a plan that helps you get on track.
I understand that you can’t know what you don’t know. I take an approach that doesn’t focus on the past but instead prepares you for the future. My most important job is to help you achieve financial independence. Let me help you get to a place where you feel confident that you can survive financial storms, thrive and teach your kids to do the same.
My office is in Kitchener, Ontario. I’m happy to offer in-person and virtual appointments to the tri-city and all over Ontario. Please book an appointment with me to get started.
Career change and growing family
Products and services
Business owners
Health insurance products
Life insurance products
Health protection and Financial Security
Stay informed
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Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Brighten lives with strategic giving
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/mike.butean