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.

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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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Four ways financial advice delivers true value | Vanguard Canada

Empower yourself with easy-to-understand resources and learn more about the financial industry.
https://www.vanguard.ca/en/insights/four-ways-financial-advice-delivers-true-value

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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Need content to better understand the financial landscape? I have valuable resources for you.
https://www.bmogam.com/ca-en/insights/from-crisis-to-calibration-earnings-anchor-the-next-move/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation

Read article

Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.

Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.

#SunLifeOnePlan #Insurance #YourWealth

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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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