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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Caring for two generations? Don’t lose sight of your own future.
Navigating the sandwich generation: balancing today’s responsibilities with tomorrow’s goals
Thursday, December 10, 2026, at 12 p.m. ET.
Are you helping aging parents while supporting children or young adults? You’re not alone. Many Canadians are balancing financial and caregiving responsibilities across generations.
In this complimentary webinar, you’ll:
- Understand the financial challenges facing the sandwich generation
- Explore strategies for balancing caregiving, family expenses and retirement savings
- Learn how inheritance and estate planning can help support a multigenerational financial strategy
Register today:
https://sunlife.zoom.us/webinar/register/6317615762678/WN_YoOr7FqRR72Oii232DH9XA#/registration
Navigating the sandwich generation: balancing today’s responsibilities with tomorrow’s goals
Thursday, December 10, 2026, at 12 p.m. ET.
Are you helping aging parents while supporting children or young adults? You’re not alone. Many Canadians are balancing financial and caregiving responsibilities across generations.
In this complimentary webinar, you’ll:
- Understand the financial challenges facing the sandwich generation
- Explore strategies for balancing caregiving, family expenses and retirement savings
- Learn how inheritance and estate planning can help support a multigenerational financial strategy
Register today:
https://sunlife.zoom.us/webinar/register/6317615762678/WN_YoOr7FqRR72Oii232DH9XA#/registration
Caring for two generations? Don’t lose sight of your own future.
Navigating the sandwich generation: balancing today’s responsibilities with tomorrow’s goals
Thursday, December 10, 2026, at 12 p.m. ET.
Are you helping aging parents while supporting children or young adults? You’re not alone. Many Canadians are balancing financial and caregiving responsibilities across generations.
In this complimentary webinar, you’ll:
- Understand the financial challenges facing the sandwich generation
- Explore strategies for balancing caregiving, family expenses and retirement savings
- Learn how inheritance and estate planning can help support a multigenerational financial strategy
Register today:
https://sunlife.zoom.us/webinar/register/6317615762678/WN_YoOr7FqRR72Oii232DH9XA#/registration
Navigating the sandwich generation: balancing today’s responsibilities with tomorrow’s goals
Thursday, December 10, 2026, at 12 p.m. ET.
Are you helping aging parents while supporting children or young adults? You’re not alone. Many Canadians are balancing financial and caregiving responsibilities across generations.
In this complimentary webinar, you’ll:
- Understand the financial challenges facing the sandwich generation
- Explore strategies for balancing caregiving, family expenses and retirement savings
- Learn how inheritance and estate planning can help support a multigenerational financial strategy
Register today:
https://sunlife.zoom.us/webinar/register/6317615762678/WN_YoOr7FqRR72Oii232DH9XA#/registration
What's your biggest concern when it comes to life insurance?
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.
What's your biggest concern when it comes to life insurance?
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity