Tony Duong, CFP, RRC - Advisor, Sun Life

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Tony Duong, CFP, RRC - Advisor, Sun Life

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As a Sun Life advisor, I help individuals and families achieve lifelong financial security through holistic, goal-based planning.

My approach integrates investment strategies, protection solutions, and long-term income planning to ensure you’re supported.

10/13/2026

What's your biggest concern when it comes to life insurance?

📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above

Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.

10/12/2026

🍁🧡 HAPPY THANKSGIVING 2026 – A TIME FOR GRATITUDE, LOVE & TOGETHERNESS! 🧡🍁

Thanksgiving is a beautiful reminder to pause, reflect, and appreciate the many blessings in our lives. Today, I want to express my heartfelt gratitude to my family, friends, colleagues, business partners, valued clients, and everyone who has been part of my journey. Your trust, kindness, friendship, and support mean more than words can express. I truly believe that life’s greatest rewards are not measured only by what we achieve, but also by the positive difference we make in the lives of others. May this Thanksgiving bring you and your loved ones happiness, good health, peace, prosperity, and countless reasons to smile. Let us continue to cherish what we have, appreciate those around us, and spread kindness wherever we go.

🍂 Grateful for yesterday. Thankful for today. Hopeful for tomorrow.

Happy Thanksgiving to you and your family! ❤️🍁

Tony Duong, CFP®
Financial Planner | Sun Life
📞 519-501-6379

09/29/2026

Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals.

A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.

Fall is an ideal time to revisit your goals.

Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://bit.ly/4iW3O4u

09/15/2026

Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported

Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.

Reach out if you'd like to discuss strategies that could support your legacy goals.

09/09/2026

Many people know Sun Life through their workplace benefits or group retirement plan.

But what often surprises them is that Sun Life can offer so much more.

From life and health insurance to investments, retirement, tax and estate planning, we can look at your financial life as a whole — not just one product or one account.

And one of the biggest advantages is choice. Through Sun Life, I can access a broad range of investment solutions and work with you to build a strategy based on your goals, your family, and where you want to be in the future.

So here's my question: When was the last time someone looked at your entire financial picture — not just your investments or your insurance?

I'm Tony Duong, Certified Financial Planner with Sun Life.

Book a complimentary financial planning conversation with me by checking out my website https://bit.ly/4cCrgjk and click on the "Book a meeting". You may be surprised by what's possible

09/03/2026

KITCHENER RANGERS FAN FEST 2026 – SUNDAY, SEPTEMBER 6

Join us this Sunday for the Kitchener Rangers Fan Fest — a fun community event for the whole family!

📅 Sunday, September 6, 2026
⏰ 10:00 AM – 2:00 PM
📍 Kitchener Memorial Auditorium – Parking Lot A
🎟️ FREE ADMISSION

There will be lots of fun activities, including:

🏒 Meet Kitchener Rangers players & autograph session
🎡 Inflatable games & rides
🍔 BBQ
🏆 Photos with the Memorial Cup & J. Ross Robertson Cup
🎉 Community activities and much more!

☀️ Sun Life will also have a booth at Fan Fest, and I’ll be there to meet and connect with everyone.

If you met me at the Waterloo Jazz Festival, Busker Carnival, or haven’t had a chance to meet me yet, please stop by the Sun Life booth and say hello!

While you’re there, if you have any questions about investments, retirement, tax & estate planning, life & health insurance, or would simply like to have a complimentary financial planning conversation, I’d be happy to connect with you.

Tony Duong, M.A., CFP®, RRC®
Financial Planner / Advisor – Sun Life
📞 519-501-6379
📧 [email protected]
🌐 advisor.sunlife.ca/tony.duong

Hope to see you and your family at the Sun Life booth this Sunday! ☀️🏒

09/02/2026

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

08/29/2026

🎪 SUN LIFE AT THE WATERLOO BUSKER CARNIVAL | AUGUST 27–30

TODAY — SATURDAY, AUGUST 29!

I’ll be at the Sun Life booth ALL DAY TODAY, right near the main entrance at Waterloo Busker Carnival. Come by and say hello! 👋

Enjoy an exciting day of street performances, entertainment and family-friendly activities in Uptown Waterloo. Sun Life is proud to be a major sponsor of this wonderful community event.

🎉 Stop by the SUN LIFE booth to meet me, enjoy some fun activities and enter our prize draw!

It’s also a great opportunity for a complimentary conversation about:
💰 Investing & Wealth Building
📊 Tax-Efficient Strategies
🛡️ Insurance & Asset Protection
🏖️ Retirement Planning
🏡 Estate & Legacy Planning

A strong financial future rarely happens by accident — it starts with the right plan.

📍 Uptown Waterloo-100 Regina ST Waterloo
📅 August 27–30, 2026

Bring your family and friends — I’d be happy to meet them too!

Tony Duong, CFP®, RRC®, M.A.
Financial Planner / Advisor – Sun Life
https://advisor.sunlife.ca/tony.duong/

08/26/2026

🎪 SUN LIFE WATERLOO BUSKER CARNIVAL – AUGUST 27–30 🎪
Come enjoy four exciting days of live performances, entertainment and family fun at Uptown Waterloo! Sun Life is proud to be a major sponsor of the Waterloo Busker Carnival, and I’ll also be there to welcome our community.

While enjoying the festival, feel free to stop by SUN LIFE booth and say hello! 👋

You’ll also have an opportunity to meet with an experienced Certified Financial Planner (CFP®) and have a complimentary conversation about your financial future — from investment and wealth accumulation to tax-efficient strategies, income & asset protection, retirement planning, and estate & legacy planning.

A strong financial future rarely happens by chance — it happens by design.

👉 You can also register for my complimentary Sophisticated Tax, Retirement, Investment & Estate Planning Seminar to explore these strategies in greater depth. Please see the poster below for details and registration.

📍 Uptown Waterloo / Waterloo Public Square
📅 August 27–30, 2026

Hope to see you there!

Tony Duong, CFP®, RRC®, M.A.
Financial Planner / Advisor – Sun Life
📞 519-501-6379
📧 [email protected]
🌐 https://advisor.sunlife.ca/tony.duong/

08/22/2026

Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.

Address

401/120 Victoria Street S
Kitchener, ON
N2G0E1

Telephone

+15195016379

Website

https://advisor.sunlife.ca/tony.duong/

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