Tony Velenosi Financial Solutions Inc.
Area(s) served: Ontario, British Columbia, Nova Scotia, and the Yukon
Working together to give you full confidence in your Financial Future
Money is the biggest source of stress in today's world. Therefore, we feel our job is to help you understand your finances so that you can focus on all important parts of your life, not just the finances. Our work together aims to give you confidence to reach your financial goals, so that you can ultimately live a long and healthy life, free of stress.
Financial planning for Canadians
Finances can be delicate and stressful. My team and I aim to help Clients feel more confident about this important aspect of their life.
When working with you, we take the time to understand your unique financial situation and goals. We want to understand your feelings towards your finances. From there, we'll make holistic recommendations to build a strategy to help achieve your goals. This may include buying a house, saving for your child's education, reducing taxes, growing assets, or retiring your way.
My team and I work with:
- young professionals,
- entrepreneurs,
- people starting to accumulate assets and
- pre-retirees.
We have two offices, located in Waterloo and Hamilton, Ontario. If you’re nearby we’re happy to accommodate in-person appointments. For Clients throughout Ontario, British Columbia, Nova Scotia, and the Yukon, we can do virtual appointments. Contact our office to book your appointment. Together, we can create a clear financial plan designed to help you navigate toward lifetime financial security.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/tony.velenosi
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/tony.velenosi
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada #Personalfinance
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada #Personalfinance
Let's chat about making your family's future as bright as your little one's smile. 😊
Let's chat about making your family's future as bright as your little one's smile. 😊
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