Satinderpal Saini

Job title: Advisor, Sun Life

Languages spoken: English, Hindi, Punjabi

Area(s) served: Ontario, Alberta

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.
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Creating holistic financial strategies

As an advisor with Sun Life, safeguarding your financial future and your financial well-being is my utmost priority. Financial risks are daunting in today’s fast paced and unpredictable world. My role is to guide you through every step of your financial journey by providing you with personalized solutions that cater to your unique needs and aspirations.

What sets us apart:

  1. Comprehensive needs analysis: I believe in understanding your entire financial landscape before making any recommendations. I’ll conduct a thorough analysis of your current financial situation along with your goals to create a tailor-made plan that encompasses all aspects of your life.
  2. Customized solutions: There is no one-size-fits-all approach when it comes to insurance planning. I will create a strategy that aligns with your specific requirements to help you get the coverage you need while optimizing your resources.
  3. Client centric approach: Your financial peace of mind is my primary objective. I prioritize your interests and maintain open lines of communication throughout the process. This is to ensure that you stay informed and empowered to make financial decisions.
  4. Long term relationship: As your life evolves and your goals change, I’ll adapt your financial roadmap accordingly. I want you to always have the support you need to face whatever life throws your way.

My office is in Brampton, Ontario. I offer in person and virtual appointments to Clients throughout Ontario and Alberta. I offer my services in English, Hindi and Punjabi. Contact my office to book your appointment. 

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.

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Stay informed

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Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Retirement savings calculator

Retirement savings calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
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