Shady Youssef
Job title: Advisor, Sun Life
Area(s) served: Ontario, Canada
Retiring your way
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
Who we service
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Business owners general
Helping business owners take control of their finances one step at a time.
Millennials
In a stage of growth? Wherever you are in life, it’s important to protect yourself and feel confident about your finances.
Pre-retirees and retirees
Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.
Products and services
I'm here to help you with your health and wealth needs. Browse through my offerings to learn more about how I can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to me if you have any questions or are ready to get started.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
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.
Stay informed
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When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/shady.youssef
When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/shady.youssef
Happy Global Day of Parents! 👨👩👧👦
Today, we honour parents around the world — those who nurture, guide and sacrifice to give their children the best possible start in life.
You're doing an amazing job. Let's make sure you have a plan that supports your family every step of the way.
Today, we honour parents around the world — those who nurture, guide and sacrifice to give their children the best possible start in life.
You're doing an amazing job. Let's make sure you have a plan that supports your family every step of the way.
Happy Global Day of Parents! 👨👩👧👦
Today, we honour parents around the world — those who nurture, guide and sacrifice to give their children the best possible start in life.
You're doing an amazing job. Let's make sure you have a plan that supports your family every step of the way.
Today, we honour parents around the world — those who nurture, guide and sacrifice to give their children the best possible start in life.
You're doing an amazing job. Let's make sure you have a plan that supports your family every step of the way.
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!
https://advisor.sunlife.ca/shady.youssef
https://advisor.sunlife.ca/shady.youssef
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!
https://advisor.sunlife.ca/shady.youssef
https://advisor.sunlife.ca/shady.youssef