Sam Lentini
Job title: CERTIFIED FINANCIAL PLANNER®, CFP®, CHS™
Languages spoken: English
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Let's work together
For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:
- Developing an approach that include RRSPs, TFSAs, or RESPs,
- Growing your investments through GICs, mutual funds or segregated funds,
- Protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
- Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
- Providing you with options for personal health, disability insurance or critical illness insurance.
You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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A personalized financial strategy can help you plan for retirement, protect your family, and build the financial confidence you deserve.
Let's work together to create your path forward. https://advisor.sunlife.ca/sam.lentini
A personalized financial strategy can help you plan for retirement, protect your family, and build the financial confidence you deserve.
Let's work together to create your path forward. https://advisor.sunlife.ca/sam.lentini
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/sam.lentini
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/sam.lentini
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/sam.lentini
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/sam.lentini