Rodrigo Mendez

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Get started

Job title: Financial Planner, Sun Life, CFP®, CIM®, CLU®

Languages spoken: English, Spanish

Area(s) served: Greater Vancouver, Vancouver Island

Book an appointment

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.

View more options

Who we service

Learn more

Business owners

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.

Incorporated professionals

Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.

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.

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.

Learn more

Stay informed

See more articles

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://advisor.sunlife.ca/rodrigo.mendez/

#SunLifeOnePlan #SunLife

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/rodrigo.mendez/

Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.

Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.

Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/rodrigo.mendez/

See more articles

Office information

Vancouver, BC

Phone:

(604) 683-6905 x240

Email:

rodrigo.mendez@sunlife.com

Cell:

778-960-8948

Address:

1508 West Broadway, Suite 701, Vancouver, BC, V6J 1W8 Canada

Office hours:

Monday to Friday 8:30 am to 5:00 pm

Saturdays 9:00 am to 12:00 pm twice per month

Let’s connect

All fields below are required unless labeled optional.

First Name

Last Name

Preferred Contact Method

Email

Phone

Email Address

Phone Number

Optional

Optionnel

Message

0 of sur 500

Optional

Optionnel

Yes I’d like to receive emails from Sun Life and this advisor. I understand I can unsubscribe at any time.

By providing your contact information you agree to send your information to Sun Life Canada who agrees to use it according to their privacy policy and that Sun Life can contact you from time to time by phone, email, text and regular mail. You can unsubscribe at any time. To find out more about our privacy practices, visit privacy.