Diego F.Gonzalez, CFP®, CLU®, CHS™*

Address:
488 Foxcroft Boulevard Newmarket, Ontario L3X 3L7
Languages:
English, Spanish
Phone:
905-953-1013
Email:

As a Sun Life Financial advisor for over 15 years, I can help you with your insurance and investment needs. I specialize in wealth accumulation, estate and retirement planning and tax savings strategies. Commitment to continuous learning and professional service is important to me, and I'm proud to have my Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) designations. Talk to me today to get started on your journey toward financial security.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.