Maquiso-Montojo Financial Solutions Inc.
Job title: Financial Planner, Sun Life, CFP®
B.Sc., M.Sc.
Languages spoken: Cebuano, English, Tagalog
Area(s) served: Ontario, Alberta, British Columbia
How we work together
Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:
- assessing your current financial situation,
- setting achievable goals,
- developing a realistic approach to meet those goals,
- helping you work toward your goals and
- helping you revise that approach as your needs change.
My commitment to you
By understanding your needs, I am able to recommend a plan and coverage that will allow your loved ones to continue living the same lifestyle they are accustomed to now and in retirement.
What is long term care insurance?
It's easy to take our ability to perform day-to-day activities for granted. But this can change, especially as we age. This is why it’s so important to consider your future healthcare needs as you build and review your retirement savings and income plans.
Long term care insurance from Sun Life provides an income-style benefit if you become unable to care for yourself due to aging, a serious accident, severe illness or deteriorated mental abilities. The money is for you and your family to use as you wish – you do not need to submit receipts for reimbursement – giving you more control and choice while helping to protect your savings and income.
You may want to consider this coverage if…
- You’re concerned your retirement income might not last for your lifetime if your health deteriorates and government programs are insufficient to meet your needs
- You want the financial resources to help you choose the type and level of care that’s right for you if you have an accident or need substantial care later in life as you age
- You want to protect your wealth and legacy from being eroded by the cost of care
Tools & Resources
- 5 things to know about long-term care insurance
- Simply Put: What is long term care insurance? (video)
- The CLHIA guide to long-term care insurance
Contact us to learn more
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Business owner insurance
Whether you’re starting out or looking for ways to grow your business, business owner insurance can help you protect yourself, your partners and employees and your family.
In the early stages of your business, we can help you create a plan to keep your business running and your cash flow consistent. This way, you can remain on track even if you lose a key member of your team. Or if you suddenly need cash for a buy-sell agreement if a partner dies.
What happens when it’s time to tap into assets to help pay for your retirement, wrap up your business or pass it down? Our estate planning professionals can help you plan for a tax-efficient transfer. And in between, we can help you protect yourself, your family and your employees with life, health and disability insurance.
Stay informed
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Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.