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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Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.

Key things to consider:

- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments

Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF

Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.

Enter the Diabetes Protect to Win Contest! Here's how:

1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities

Ready to get started?

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

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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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