TM Financial Solutions Inc.
Job title: Advisor, Sun Life
Languages spoken: English, French, Italian
Area(s) served: Montreal, QC
Trustworthy advice you can count on
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.
Who we service
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Business owners general
Helping business owners take control of their finances one step at a time.
Families
Helping families protect what matters most and work towards a secure financial future for each family member.
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
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out 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.
Mortgage protection insurance
Mortgage protection insurance is a life insurance policy that cover more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.
Stay informed
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A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.
https://advisor.sunlife.ca/teresa.mastrangelo/
https://advisor.sunlife.ca/teresa.mastrangelo/
We help you align strategies to your goals and your comfort level with market volatility.
Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/teresa.mastrangelo/
Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/teresa.mastrangelo/
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.
Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/teresa.mastrangelo/
#SunLifeOnePlan
Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/teresa.mastrangelo/
#SunLifeOnePlan
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.