Vanessa Teran Mosquera

Job title: Advisor, Sun Life

Languages spoken: English, Portuguese, Spanish

Area(s) served: City of Toronto, Peel Region, Halton Region, Niagara Region

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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Empower your tomorrow - start thinking ahead today

Everyday we face big decisions, hefty strategic challenges, and a digital world filled with misinformation.


Backed by Sun Life's strategic leadership, we will help you envision the possibilities and help get you where you need to go. By building a relationship with you, we dig deeper to find out what are your current needs.


From a needs analysis, implementation, to on-going communication, our work is deeply personal - it's about knowing you and understanding your goals.


At last, a financial strategy designed to get to smarter options, faster. Offering the accountable advice you crave with the options you need.

Planning for success

Discover

It all begins with a conversation to understand your current financial situation. This is where we prepare the ground to help you cultivate your plan by gathering information about determining what is important to you.

 

Develop and recommend.

We'll help you evaluate your options and determine a course of action to help you reach your financial goals. We'll educate you on choices, identify the resources you will need and guide you as you commit to first steps.

 

Implement

We'll help you implement a full financial strategy over the short and long term to meet your financial goals.

 

Review and revise

Now that your plan is in place, it's vital to monitor its progress. This allows us to recalibrate and adjust depending on what is happening in your life.


What does the future looks like? - Let's connect.

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

See more articles
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
FHSA: Tax-Free First Home Savings Account

FHSA: Tax-Free First Home Savings Account

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Net worth calculator

Net worth calculator

What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...
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