Vantage Insurance and Financial Solutions Inc.
Job title: It all starts with great advice!
Languages spoken: English, Portuguese
Area(s) served: Ontario
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.
Holistic financial planning
The financial industry can be a complex maze of products and services. At Vantage Insurance and Financial Solutions, we make the complex world of finance, simple. We’ll work with you to help you understand and navigate through your options.
We work with:
- business owners,
- pre-retirees,
- families and
- professionals.
We focus on building long-term professional relationships with the Clients we work with. Your needs and goals may change as you progress through life – we’re here to see you through those changes.
We know you work hard for yourself and your loved ones. Building multi-generation wealth is something we can help with. Our team provides full service financial planning. We know you are unique and your financial plan should be as well. Some of the things we can help you with include:
- building wealth,
- creating exit strategies,
- investment planning,
- retirement planning,
- estate planning and
- tax planning.
Our office is in Toronto, Ontario. We’re happy to offer in-person appointments and virtual appointments for Clients throughout Ontario. Contact our office to book your appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articlesCertain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Many Canadians are aware of how important managing their money is, especially in these turbulent times. A lot of people today struggle with debt and are having a hard time saving for the future.
Are you struggling with debt and finding it difficult to save for the future? This webinar will explore understanding credit and savings essentials, debt management and whether buying or renting might be right for you.
Webinar details:
Date: June 12, 2024
Time: 12:00pm ET
Duration: 45 minutes
Register now to save your spot!
https://sunlife.zoom.us/webinar/register/3017339371341/WN_MQNmFqY1RCGwmg_U4Q0bVw
Find past recordings and stay tuned for upcoming Sun Life webinars! Check out our full series here. https://www.sunlife.ca/en/tools-and-resources/webinars/
Unable to attend but interested in learning more about forming strong saving habits to reach your goals? Reach out to me at the info below and let’s have a conversation.