Meet Our Team
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®
Rodrigo Mendez Financial Planning Services 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
Rodrigo Mendez is a CFP®, CIM®, and CLU® professional. His approach combines disciplined planning with real-world experience navigating inflation, currency risk, and global market uncertainty.
Certifications and Designations
Certified Financial Planner
Chartered Investment Manager
Chartered Life Underwriter
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.
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: Sebastien.doan@sunlife.com
Address: 1508 West Broadway, Suite 701, Vancouver, BC, V6J 1W8 Canada
Raymond Jiang
Raymond is an associate advisor at Sun Life who brings a strong educational background and a Client-focused approach to financial strategizing.
He began his career at CIBC, where he was promoted to Financial Services Representative, gaining experience in investments, lending and helping Clients build personalized financial strategies.
In December 2025, Raymond joined Sun Life as part of Rodrigo Mendez’s team, where he supports individuals and families in building and protecting their financial future.
Outside of work, he enjoys staying active and spending time outdoors, with interests including hiking, basketball, fishing, and being a car enthusiast.
Job Title: Asociate Advisor, Sun Life, B.A. (Finance)
Languages spoken: English
Phone: 7787980156
Email: Raymond.Jiang@sunlife.com
Address: 1508 West Broadway, Suite 701, Vancouver, BC, V6J 1W8 Canada
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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