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
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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Canada Fights Back: The Industries Caught in Trump's New 50% Tariff Storm
Washington's 50% tariff on roughly US $20 billion of Canadian goods hits industries from wineries and honey producers to furniture makers and smartphone importers. With Canada's dollar-for-dollar retaliation set for September 8, few sectors are likely to avoid the impact.
Canada Has What America Needs: Why Energy and Critical Minerals Could Be Ottawa's Trump Card
Oil and electricity dominate the tariff debate, but Canada's real strength lies in its broader resource base, including uranium, potash, nickel and cobalt. The challenge is turning that advantage into meaningful leverage.
Want your money to work for your family's future? 💰
Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.
A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come
Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://advisor.sunlife.ca/shady.youssef
Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.
A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come
Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://advisor.sunlife.ca/shady.youssef