L.Monteiro, Vitalis Financial Serv.*

Address:
#1550 - 1100 Melville Street Vancouver, British Columbia V6E 4A6
Languages:
English
Phone:
778-724-4506
Fax:
604-683-3677
Cell:
604-505-0324
Email:

My commitment to you as a Sun Life Financial advisor is to provide timely planning advise that is geared to you or your business needs on a personal one on one bases. My goal is to build a strong relationship of trust and respect that will provide you the financial peace of mind you deserve, not just for today but for your lifetime.

Notices
By looking at your health insurance, life insurance and wealth planning needs we can build a strong financial plan suited to your needs.

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.