John Daoud - Financial security advisor, Sun Life

John Daoud - Financial security advisor, Sun Life I am here to help people with all of their financial needs. I am here to serve all of my clients short and long term needs.

It can be as simple as a free short review or as detailed as a full financial plan now and through retirement I would like to help them to fill any gaps in their insurance and investment coverages so that they can achieve their goals. Services provided are RRSP's, TSFA's, Life Insurance, Critical Illness Insurance, Disability Insurance, and Personal Health Insurance (Dental, Medication, and professional services)

Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% f...
05/29/2026

Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.

Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!

You're building your future – let's help make sure it's protected.  Whether you're planning for your growing family or t...
05/28/2026

You're building your future – let's help make sure it's protected.

Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada ...
05/21/2026

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?

Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.

Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations,...
05/15/2026

Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with...
05/14/2026

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://bit.ly/3PCVtq6

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family...
05/12/2026

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://bit.ly/4tzK88i

Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased ...
05/07/2026

Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased transition, we can help turn those dreams into reality. From income planning to investment strategy, let's create a one-of-a-kind roadmap using Sun Life One Plan. Your retirement story starts here. What does your ideal retirement look like? https://bit.ly/4cVvljc

I am very proud to be sponsoring this event. I will also be raffling away a 2 pass as well as a family of 4 to any of my...
05/07/2026

I am very proud to be sponsoring this event. I will also be raffling away a 2 pass as well as a family of 4 to any of my clients who like, tag a friend, or share this post. Extra entries if you do all 3.

We are thrilled to be hosting our first official Family Fun Day. This will be full access to the entire facility. You will have the golf simulators, Pickleball clinics, open play, and a mini ladder. There will be our Multi Ball Wall, food, face painting and much more.
Your ticket get's you access to everything and all money raised goes to the Lakeshore hospital foundation. $20 for all participants under 17 years old. What else can you do for $20 these days?

We have also added a family of 4 package for $99!!!!

Tag, share, and like the post for a chance to win 2 free tickets.

https://www.eventbrite.com/e/family-fun-day-for-lakeshore-tickets-1988341073676?aff=oddtdtcreator

05/04/2026

WE ARE HIRING!

Experienced licensed associate advisor concentrating on wealth.

Salary is base plus commissions and bonuses

Depending on experience and AUM the target base salary is $60,000 to $100,000.

You make your own schedule. As your business grows so does your base salary and compensation.

Within 2-5 years you will open the option to obtain shares in the company.

*Removed by compliance

Access to 30% of my current client base as well as the top-level leads generated by Sun Life. These leads range from group retirees to people clicking my name on the website. This is because it emphasizes that we are a popular choice in Montreal.

What is required:

Experience in asset management

Service orientated

Ideally 2-10 years as an advisor in a similar role.

AUM of $5,000,000-$50,000,000**

Bilingual is a must, more languages a bonus.

Able to work alone but be willing to work in a proven system that is successful.

Long term success, my business has grown exponentially each year for over a decade and I am looking for another team member to help build and maintain this work for decades to come.

All questions should be sent via email to

[email protected]

Calling first may lead to be disqualified from the role.

The subject line should have the words “Associate Advisor” in it.

There will be a minimum of three interviews and references will be checked after the second.

There are many more details that I can share before the first interview. We feel this should be enough to find the person we are looking for.

*CIRO has restricted what achievements we can share and what level of success we have had. We have done well for ourselves. Ask if you are curious

** base salary will be increased as well as a cash bonus for all wealth brought in at time of hiring.

Address

Pointe-Claire, QC

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