Waterfront skyline in Vancouver, British Columbia, with contemporary high-rise buildings and scenic harbour views symbolizing financial security and long-term growth.

Rodrigo Mendez

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

Languages spoken: Cantonese, English, Spanish, Vietnamese

Area(s) served: Greater Vancouver, Vancouver Island

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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.

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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.

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.
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Stay informed

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Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?
Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://advisor.sunlife.ca/rodrigo.mendez/
Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://advisor.sunlife.ca/rodrigo.mendez/
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Office information

Vancouver, BC

Phone:

(604) 683-6905 x240

Email:

rodrigo.mendez@sunlife.com

Cell:

778-960-8948

Address:

Office hours:

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

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

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