Tony Velenosi Financial Solutions Inc.

Area(s) served: Ontario, British Columbia, Nova Scotia, and the Yukon

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.
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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

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.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

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 and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Registered education savings plan (RESP)

Registered education savings plan (RESP)

A registered education savings plan (RESP) from Sun Life Financial is a powerful way to save for a child’s post-secondary education.
RRIF: Registered Retirement Income Fund

RRIF: Registered Retirement Income Fund

A registered retirement income fund (RRIF) is an investment account that pays you income during retirement. You can transfer tax-sheltered funds from your...
Budget calculator

Budget calculator

Do you budget your money? Creating a budget can be a great way to keep track of your finances and make sure you have enough money to meet your needs and goals....
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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.