About us
We’re dedicated to your success. Browse through our bios to learn more about us. We can’t wait to get to know you.
Rodrigo Mendez
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.
Job Title: Financial Planner, Sun Life, CLU®, CIM, CFP®
Languages spoken: English, Spanish
Phone: (604) 683-6905 x240
Email: rodrigo.mendez@sunlife.com
Address: 1508 West Broadway, Suite 701, Vancouver, BC, V6J 1W8 Canada
Rodrigo Mendez, CLU®, CIM, CFP®
Brilliant and innovative business owners and entrepreneurs like you are grinders.
You spend years building something special. You may scale to great heights on your own, or you may hire staff for marketing, sales, and customer service to help you. You learn to build, add more customers, generate more revenue, and create something remarkable: a legacy that you can call your own.
Your personal life is inextricably linked with your business successes or failures.
➡️ Personal income goes up and down
➡️ Financial safety and consistency are unpredictable
➡️ Bills don’t stop coming
➡️ Investments need to be consistent, but they can’t be
➡️ Stress about providing for your family keeps you up at night
And all of that depends on your business doing well.
You work your whole life to build this incredible business that you love.
And one day, you realize that you’re busy, stressed, and people depend on you, and that you’ve spent years without actually stopping to think about:
❓ How will you keep the income coming in when you decide to stop working?
❓ What if not working isn’t my choice?
❓ What happens next?
❓ Do I do this forever?
I discovered a formula that helps motivated, growth-minded business owners and entrepreneurs answer these questions and helps prepare a roadmap to security.
I’m Rodrigo Mendez, and regardless of what phase of business you’re in—conception, building, or rapid-pace growth—I’d be thrilled to meet with you, learn about you, and see how I can support you. I have an entire network of professionals you should meet who will make your world as a business owner better.
Job Title: Financial Planner, Sun Life, CFP®, CIM, CLU®
Languages spoken: English, Spanish
Phone: (604) 683-6905 E xt.240
Email: rodrigo.mendez@sunlife.com
Sebastien Doan, QAFP™
Sebastien is a dedicated Financial Planner who brings strong experience and a Client-focused approach to every interaction. He began his career as a financial services representative at CIBC after completing the Financial Planning program at BCIT, where he earned a graduation award for achieving the highest GPA in his cohort.
Now a Qualified Associate Financial Planner (QAFP) and currently pursuing his Chartered Life Underwriter (CLU) designation, Sebastien applies his growing expertise to help Clients gain clarity and confidence in their financial decisions. He takes pride in creating personalized financial plans that align with each Client’s goals and values—whether that means structuring efficient savings plans, integrating protection and tax strategies, or developing a long-term retirement and estate plan tailored to each client’s goals.
Outside of work, Sebastien enjoys running, DJing, making music, and caring for indoor plants.
Job Title: Financial planner, Sun Life, QAFP™
Languages spoken: English, Vietnamese
Phone: (672) 515-8169
Email: huu.phu.doan@sunlife.com
Address: Vancouver
Michelle Valenzuela
Michelle is a detail-oriented and creative professional with a strong background in administrative support, Client service and project coordination.
Blending her artistic eye with analytical thinking, Michelle brings an interdisciplinary perspective to every project she touches. Her background in visual communication enhances not only her aesthetic sense but also her ability to create clear, engaging materials that support Client understanding, team efficiency and coaching-oriented initiatives.
Outside of work, Michelle enjoys rock music, nature and finding inspiration in creative and coaching projects that let her combine structure with imagination.
Job Title: Advisor Assistant, Sun Life
Languages spoken: English, Spanish
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