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
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
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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
5 steps to choosing a guardian for your children
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article!
Seven taxes on investments you need to know about
Qu’est-ce que l’inflation et comment s’en protéger?
https://sunlife.co/tf6g