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
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Brighten lives with strategic giving
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/vantage
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/vantage
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/vantage