SDR Insurance and Financial Services Inc.

Don’t DIY your finances

Are you feeling overwhelmed from self-directed investing? Stop spinning. Partner right.

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SDR Insurance and Financial Services Inc.

Job title: Financial Planner, Sun Life

Languages spoken: English

Area(s) served: Ontario

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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.

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Custom financial planning

When working together, my team and I take time to listen so we can deeply understand your financial situation. Then, we can create your custom financial plan. As your life changes, your financial plan should change with it. You can count on us to be there throughout the different life stages you go through and adjust your plan to your goals as needed.

We work with:

individuals,
young couples,
families,
business owners and
retirees.

Our office is in Richmond Hill, Ontario. For in-person appointments, my team and I service the York region. We’re happy to service the rest of Ontario virtually. Contact our 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, budgeting and investing

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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Enter the Diabetes Protect to Win Contest! Here's how:

1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities

Ready to get started?

*Certain terms and conditions apply. Contact me for more information.

From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.

Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.

#RetirementPlanning #CanadianTravel

As you settle into your new neighbourhoods, remember that we're here to help you build a bright, secure future in your new home.

Wishing everyone a safe and successful Moving Day.

#MovingDay #Community

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Office information

Richmond Hill, ON

Phone:

(416) 568-7257

Email:

susan.dasilva-romeo@sunlife.com

Address:

25 James Noble Lane, , Richmond Hill, ON, L4C 5S7 Canada

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