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.
Who we service
Learn more
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.
Stay informed
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Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/preeti.venugopal
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/preeti.venugopal
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/preeti.venugopal
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/preeti.venugopal
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/preeti.venugopal
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/preeti.venugopal
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/preeti.venugopal
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/preeti.venugopal