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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Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Learn about flexible coverage options you can personalize to your needs: https://www.sunlife.ca/en/insurance/mortgage-protection/
#MortgageProtection #FinancialSecurity
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals