Treysta Financial Solutions Ltd.
Languages spoken: English, Filipino, French, Tagalog
Area(s) served: Saskatchewan & Alberta
Trustworthy advice you can count on
Embark on our 5 step TRUST journey
Discover
- Meet and get to know the Client to understand their dreams and vision.
- Introduce our team and learn about Treysta.
- Decide if this is a fit.
Engage
- Fact-find to develop a deep understanding of the Client’s situation.
- Collaborate to refine and clearly define goals.
- Educate and identify available resources.
Dedicate
- Map out and build a comprehensive financial strategy.
- Client provides feedback.
- Ensure the Client feels at home with a secure plan for the future.
Reinforce
- Understand what the Client is ready to proceed with.
- Empower and build confidence.
- Implement the plan.
Secure
- Review plan periodically.
- Monitor progress towards goals.
- Revise as needed when life changes occur.
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.
Stay informed
See more articlesDefined benefit vs. defined contribution pension plans: which is better and how much will I receive?
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Three charts on the benefits of staying invested
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Women and investing: Key findings and opportunities
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Office information
