Treysta Financial Solutions Ltd.
Languages spoken: English, Filipino, French, Tagalog
Area(s) served: Saskatchewan & Alberta
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.
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, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!
https://advisor.sunlife.ca/treysta.financial/
https://advisor.sunlife.ca/treysta.financial/
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!
https://advisor.sunlife.ca/treysta.financial/
https://advisor.sunlife.ca/treysta.financial/
Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.
Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.
Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://advisor.sunlife.ca/treysta.financial/
Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://advisor.sunlife.ca/treysta.financial/
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.