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.

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

Languages spoken: English, Spanish

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

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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You’ve invested years into building your business, but what’s your plan for what comes next?

Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.

The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/rodrigo.mendez/

It’s not always about big financial moves. Sometimes it’s smaller, consistent decisions like saving, protecting, and planning that can help make the biggest difference over time. Starting early helps give you more flexibility, more options and more confidence for what’s ahead. https://advisor.sunlife.ca/rodrigo.mendez/

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. 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:

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

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