Sandeep Singh Bawa
Job title: Financial Security Advisor and Mutual funds representative
Languages spoken: English, Hindi, Punjabi, Urdu
Area(s) served: Greater Montreal
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Let's work together
Whether you’re thinking about your family, home, career, health or retirement – or any combination of these – we’ve got helpful advice and solutions to help you live a brighter, more financially secure and healthier life. I’ll work with you to help you discover the best strategy to meet your needs. We’ll work together to understand your financial goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
Products & services
Find a lifetime of financial security and work towards a healthier life by exploring some of our insurance and investment products. A Sun Life Financial advisor can help you develop a comprehensive plan to take you through all of life’s stages.
- Insurance - Help protect yourself and the people who depend on you with life and health insurance.
- Investment - Save and invest your money now, then turn your savings into retirement income.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Tools & calculators
Make planning for your financial future and retirement easier with some of our tools and calculators.
- Life insurance calculator - In just 2 minutes, calculate how much life insurance you may need.
- Retirement savings calculator - Find out how much you will need to save for retirement and if you're on track to meet your retirement savings goal.
- Budget calculator - Use this monthly budget calculator to help you manage your spending.
Stay informed
See more articles
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
RRSP vs TFSA: The Ultimate Guide | Wealthsimple
https://www.wealthsimple.com/en-ca/learn/rrsp-vs-tfsa
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
How much does it really cost to buy your first home in Canada?
https://www.fidelity.ca/en/insights/articles/cost-to-buy-your-first-home-in-canada/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.