Rodrigo Mendez
Job title: Financial Planner, Sun Life, CFP®, CIM®, CLU®
Languages spoken: English, Spanish
Area(s) served: Greater Vancouver, Vancouver Island
Clear strategies. Thoughtful execution. Decisions that compound over time.
At Rodrigo Mendez, our team helps business owners, high-income professionals, and cross-border families build, protect and transfer wealth in Canada.
We specialize in working with Clients who need clarity on complex financial decisions—whether it’s structuring corporate investments, reducing taxes on retained earnings, or moving assets from the U.S. to Canada.
Our services include:
• Financial strategizing for incorporated business owners
• Cross-border planning (U.S. to Canada wealth transfer and consolidation)
• Tax-efficient investment and portfolio management
• Retirement and estate planning strategies
• Permanent life insurance solutions for wealth transfer and capital preservation
Based in the Vancouver area, we work with Clients locally and across Canada to help simplify complex financial situations and deliver structured, long-term strategies designed to help grow and protect wealth.
Who we service
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Business owners
High net worth and affluent
Incorporated professionals
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/rodrigo.mendez/
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/rodrigo.mendez/