Priyanka Chugh

Guiding business owners, professionals & retirees

Personalized wealth, tax & estate strategies to help grow, protect & transfer your wealth across Ontario

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Job title: Advisor, Sun Life, B.Comm.

Languages spoken: English, Hindi, Punjabi

Area(s) served: Ontario

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Let’s secure your legacy

Throughout your life, you’ve worked hard to build your legacy. Now, let’s make sure it’s protected. Together, we can create a strategy that you can feel confident in – even after you’re gone. Reach out to get started.

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Who we service

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Business owners general

Helping business owners take control of their finances one step at a time.

High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

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

I'm here to help you with your health and wealth needs. Browse through my offerings to learn more about how I can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to me 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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Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.

Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/priyanka.chugh

Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊

Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/priyanka.chugh

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Office information

Brampton, ON

Phone:

(905) 451-7576 x202

Email:

priyanka.chugh@sunlife.com

Cell:

1(647) 877-2746

Address:

1 Gateway Blvd., Suite 202, Brampton, ON, L6T 0G3 Canada

Office hours:

Mon to Fri 9:00 am - 7:00 pm

Sat 9:00 am - 3:00 pm

Sunday Closed

Available outside regular hours upon request

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