Preeti Venugopal Financial Solutions Inc.

Helping you reach your health and wealth goals.

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

Let’s connect

Preeti Venugopal Financial Solutions Inc.

Job title: Financial Planner, Sun Life, CFP®

Languages spoken: English, Hindi, Malayalam, Punjabi, Tamil

Area(s) served: Greater Toronto Area

Starting a new chapter in Canada

It can be challenging starting a new chapter of life in another country. Knowing that you and your family are protected and ready to build your wealth can provide you such peace of mind. Let’s work together to help you navigate your needs and get you started on the right path.

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Who we service

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Families

Helping families protect what matters most and work towards a secure financial future for each family member.

New Canadians

New to Canada? Let me help you “feel at home” with a strategy so you can be confident in your future.

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

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

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!

#DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information. 

Paying off student loans?

Get in touch to see how paying down your loans can fit into your overall financial roadmap.

When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:

- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible

Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.

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Office information

Mississauga, ON

Phone:

(416) 562-8371

Email:

preeti.venugopal@sunlife.com

Address:

2897 Peacock Drive,, Mississauga, ON, L5M 5S6 Canada

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