Rodrigo Mendez
Job title: Financial Planner, Sun Life, CLU®, CIM, CFP®
Languages spoken: English, Spanish
Know your way forward
Whether you’re starting your business, developing your practice or considering stepping aside, We offer vision, know-how, plus industry-leading wealth and insurance solutions to business owners who need advice to manage complex financial situations.
Who we service
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Business owners general
High net worth and affluent
Incorporated professionals
Products and services
Our team is here to help you with your health and wealth needs. Browse through our offerings to learn more about how we can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to us if you have any questions or are ready to get started.
Registered savings plans
Registered savings plans provide Canadians with a tax advantaged account to save for their education, retirement or another long-term goal.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
All accounts, plans and products
As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.
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Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Now retired, how do we withdraw funds without running out of money?
News of trade tensions between Canada and the U.S. may have left you with questions. What might this mean for the economy and your money?
Stay informed, plan ahead—we'll navigate these challenges together.