About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Tamara Beutler
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Job title: Advisor, Sun Life, PFP
Phone: (519) 465-4309
Email: tamara.beutler@sunlife.com
Address: 255 King Street N., Suite 301,, Waterloo, ON, N2J 4V2 Canada
Nice to meet you
I live in Waterloo with my husband, daughter cat and dog! I am proud to have committed over 25 years in the Financial Services industry helping clients achieve their goals with tailored holistic Financial Planning solutions. My years of experience have prepared me to offer advice and implement proven strategies to help you navigate through the challenges of Investment planning, Intergenerational Wealth Transfer, Risk Management, Estate Planning and Retirement Income planning. I am committed to continuously building upon my knowledge so I can continue to provide and educate with the goal of creating long term relationships with the clients I work with. I would love to meet you to discuss how I can help you.
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