About

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

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.

Maquiso-Montojo Financial Solutions Inc.

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.

Job Title: Financial Planner, Sun Life, CFP®

B.Sc., M.Sc.

Languages spoken: Cebuano, English, Tagalog

Phone: (416) 431-3584

Email: michelle.montojo@sunlife.com

Address: 3 Hathway Drive,, Toronto, ON, M1P 4L4 Canada

T. Michelle Maquiso-Montojo, M.Sc., B.Sc.

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I will help you make informed financial choices to build your savings, protect what you save against unexpected events and prepare financially for the future.

My team has been helping Canadian business owners and families achieve financial security and live healthier, brighter lives since 2005.

Job Title: Financial Planner, Sun Life, CFP®

Address: ON, BC, AB