John Daoud - Financial security advisor, Sun Life

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Canada
Pointe-Claire, QC
John Daoud - Financial security advisor, Sun Life

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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)

10/09/2026

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://bit.ly/4hFuhlN

10/02/2026

Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that matter most to you.

What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future

Share below, and let's discuss protection strategies tailored to your needs.

10/01/2026

Building financial confidence doesn't always require dramatic changes.

Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.

Let's talk about practical strategies that fit your lifestyle. https://bit.ly/4rFZN6H

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/4dHr0Qs

09/24/2026

Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help keep your retirement roadmap aligned with your goals tomorrow.

Book a retirement roadmap session, and let's see where you stand.

09/19/2026

Another amazing event set up for Sun Life at the annual learning retreat.

A select group of advisors sharing and helping each other to be able to give the best service to our community.

Miss my children and happy to be home.

09/18/2026

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.

If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://bit.ly/3TzADKh

09/17/2026

September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial goals. Whether you're saving for a home, planning a family vacation or building your emergency fund.

What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂

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.

09/15/2026

More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.

What does your ideal retirement include? Share one thing in the comments. ⬇️

If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://bit.ly/46XUXbe

Adresse

Pointe-Claire, QC

Téléphone

+15148244279

Site Web

https://advisor.sunlife.ca/john.daoud/

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