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
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
Stay informed
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Let’s connect to guide you toward a retirement strategy that fits your needs. https://advisor.sunlife.ca/onewest.insurance/
When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.
No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇