One West Insurance and Fin Serv Inc
Job title: Financial Planner, Sun Life
B.Comm.
Languages spoken: English, Filipino
Area(s) served: British Columbia and Manitoba
One West - Smart Planning for Growing Families and Businesses
At One West Insurance and Financial Services, we help you organize, protect, and grow your financial life with practical strategies tailored to your goals. Whether you're building a future for your family or strengthening the foundation of your business, our approach focuses on clarity, long-term planning, and thoughtful protection. Backed by the strength and stability of Sun Life, we provide guidance designed to help you move forward with confidence.
Who we service
Learn more
Business owners
Helping business owners take control of their finances one step at a time.
Families
Helping families protect what matters most and work towards a secure financial future for each family member.
Pre-retirees and retirees
Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.
Let's work together - One West is here to help!
Whether you’re thinking about your family, home, career, health or retirement –or any combination of these –we’ve got helpful advice and solutions to help you live a brighter, more financially secure and healthier life. I’ll work with you to help you discover the best strategy to meet your needs. We’ll work together to understand your financial goals, prepare for the unexpected and take advantage of new opportunities –throughout your life.
Products and services
I'm here to help you with your health and wealth needs. Browse through my offerings to learn more about how I can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to me if you have any questions or are ready to get started.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Personal health insurance
Unexpected health expenses can show up when you least expect them. Personal health insurance can help cover things like prescription drugs, dental care, vision care and more, giving you added peace of mind when provincial coverage doesn't cover it all.
Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/onewest.insurance/
*Terms and conditions apply
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/onewest.insurance/
*Terms and conditions apply
Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/onewest.insurance/
*Terms and conditions apply
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/onewest.insurance/
*Terms and conditions apply
Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.
Ready to get started? Let's connect. https://advisor.sunlife.ca/onewest.insurance/
#SunLifeOnePlan #SunLife
Ready to get started? Let's connect. https://advisor.sunlife.ca/onewest.insurance/
#SunLifeOnePlan #SunLife
Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.
Ready to get started? Let's connect. https://advisor.sunlife.ca/onewest.insurance/
#SunLifeOnePlan #SunLife
Ready to get started? Let's connect. https://advisor.sunlife.ca/onewest.insurance/
#SunLifeOnePlan #SunLife