About

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.

Rodrigo Mendez, CFP, CIM, CLU, is a Financial Planner with Sun Life in Vancouver who helps professionals, business owners, and families build, protect, and transition wealth with confidence. After immigrating to Canada from Venezuela in 2009 at age 17 without speaking English, Rodrigo built a successful practice through perseverance, discipline, and a passion for helping others achieve financial security.

In less than three years, he grew his solo practice to a team of 4. His knowledge includes investment management, retirement planning, tax-efficient wealth strategies, estate planning, insurance solutions, and cross-border financial planning.

Rodrigo believes financial planning should provide clarity, not complexity. He works closely with Clients to identify opportunities, reduce financial blind spots, and create personalized strategies aligned with their goals and values.

A frequent presenter on financial planning and wealth management topics, Rodrigo is regularly invited to speak at industry, educational, and community events.He has delivered keynote presentations to aspiring financial professionals, and actively participates in Toastmasters International, and remains committed to leadership development, mentorship, and giving back to the community.

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.

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.

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.