Joe Ferreyro Financial Solutions Inc.
Languages spoken: English, Portuguese, Spanish
Area(s) served: Toronto, Peel Region, York Region, Simcoe County, Durham Region, Brant County, Norfolk County
Trustworthy advice you can count on
What are your dreams for yourself and your family?
Do you feel like you don’t have time to prioritize your financial wellbeing? We know life can get busy. Creating a plan for yourself, your family or your business should always be a priority. We help Clients who want to reach their goals but don’t know how to get there.
We develop long term trusted relationships with Clients. When working with you, we start by getting to know you, your family and your situation. From there, we can create a plan that will help you meet your personal and financial goals. We believe in our values of Client loyalty, professionalism, competence, commitment, integrity, work ethic, confidentiality.
Our goal is to create and implement the financial strategies that help Clients to:
- build and protect their future,
- preserve what they already have,
- prepare for financial uncertainty, and
- transfer their estate in the most efficient manner possible.
Our mission is to make a positive impact in the lives of Clients, primarily through a professional, one-on-one relationship. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities.
Financial peace of mind with objective advice
Our purpose is to help Canadians achieve lifetime financial security and peace of mind so they can enjoy a long and healthy life.
Our vision is to help Clients realize their dreams by anticipating, understanding, and meeting financial needs.
We welcome the opportunity to meet with you to discuss our unique service offering in greater detail. Contact our office and we will set up a time to meet with you.
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 gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Stay tuned for our next webinar: It's time to think about life insurance, on May 7th at 7PM
For more information visit us at https://advisor.sunlife.ca/joe.ferreyro
Stay tuned for our next webinar: It's time to think about life insurance, on May 7th at 7PM
For more information visit us at https://advisor.sunlife.ca/joe.ferreyro
Pros and cons of mutual funds versus ETFs: Dale Jackson - BNN Bloomberg
Mutual funds are the most popular choice for retirement savers because they are the only investment vehicle available to average investors that can provide professional management and diversification.
Contact us https://advisor.sunlife.ca/joe.ferreyro/events
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