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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Unexpected events don’t send calendar invites. A back-up plan can help your business stay steady if a key person becomes suddenly unavailable, or revenue unexpectedly dips. Let’s pressure-test “what ifs” for your business and build a strategy that helps protect both your company and your personal finances. https://advisor.sunlife.ca/shady.youssef
Unexpected events don’t send calendar invites. A back-up plan can help your business stay steady if a key person becomes suddenly unavailable, or revenue unexpectedly dips. Let’s pressure-test “what ifs” for your business and build a strategy that helps protect both your company and your personal finances. https://advisor.sunlife.ca/shady.youssef
Your farm isn’t just a business — it’s part of your family’s legacy.
Without a plan, transitions can be complex and disruptive. Succession planning can help protect what you’ve built and support the next generation. Start thinking about your farm’s future with a conversation today. https://advisor.sunlife.ca/shady.youssef
Without a plan, transitions can be complex and disruptive. Succession planning can help protect what you’ve built and support the next generation. Start thinking about your farm’s future with a conversation today. https://advisor.sunlife.ca/shady.youssef
Your farm isn’t just a business — it’s part of your family’s legacy.
Without a plan, transitions can be complex and disruptive. Succession planning can help protect what you’ve built and support the next generation. Start thinking about your farm’s future with a conversation today. https://advisor.sunlife.ca/shady.youssef
Without a plan, transitions can be complex and disruptive. Succession planning can help protect what you’ve built and support the next generation. Start thinking about your farm’s future with a conversation today. https://advisor.sunlife.ca/shady.youssef
With Elevate Portfolio Program, experienced professionals monitor your investments which are automatically rebalanced to help keep them on track with your goals. That's peace of mind you can count on.
Ready to make investing simple? Let's connect! https://advisor.sunlife.ca/shady.youssef
Ready to make investing simple? Let's connect! https://advisor.sunlife.ca/shady.youssef
With Elevate Portfolio Program, experienced professionals monitor your investments which are automatically rebalanced to help keep them on track with your goals. That's peace of mind you can count on.
Ready to make investing simple? Let's connect! https://advisor.sunlife.ca/shady.youssef
Ready to make investing simple? Let's connect! https://advisor.sunlife.ca/shady.youssef