About us
We’re dedicated to your success. Browse through our bios to learn more about us. We can’t wait to get to know you.
SDR Insurance and Financial Services Inc.
Our commitment is to deliver a remarkable service experience, delivered by a full-service team of experienced professionals. With customized investment and insurance solutions designed to help maximize your money, we can help you achieve lifetime financial security. We’ll work together to identify opportunities and help you make informed choices for building and protecting your savings based on your goals and plans for the future. Together we’ll work towards helping you live a brighter, more financially secure and healthier life.
SDR Insurance and Financial Services Inc.
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.
Job Title: Financial Planner, Sun Life
Languages spoken: English
Phone: (416) 568-7257
Email: susan.dasilva-romeo@sunlife.com
Address: 25 James Noble Lane, , Richmond Hill, ON, L4C 5S7 Canada
Susan DaSilva-Romeo
For over 20 years I have been committed to helping Clients with their financial planning needs. I’m passionate about giving my knowledge and support to Clients so they can make well-informed decisions. I’m proud to hold the Certified Health Insurance Specialist (CHS™) and Chartered Life Underwriter® (CLU®) designations.
Outside of work, I enjoy spending time with my family.
I’m also a big basketball fan.
Job Title: Financial Planner, Sun Life, CHS™, CLU®
Email: susan.dasilva-romeo@sunlife.com
Address: Richmond Hill, Ontario
Renee Wu
Job Title: Advisor Assistant, Sun Life | Office Manager for SDR Insurance and Financial
Email: renee.wu@sunlife.com
Address: Richmond Hill, Ontario
Carol Yeates
Job Title: Service Associate, Sun Life
Email: carol.yeates@sunlife.com
Address: Richmond Hill, Ontario
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