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
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Business owners general
Families
Pre-retirees and retirees
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
Business owners
Saving, budgeting and investing
Saving, budgeting and investing
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Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/onewest.insurance/