Rossy Bustamante, CFP- Sun Life Financial advisor

Rossy Bustamante, CFP- Sun Life Financial advisor Investment & Retirement
Solutions I am a Sun Life advisor.

These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/ClearConnection. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Are you concerned with the news of the Silicon Valley Bank collapse in the U.S.? Maybe you’re wondering if this can happ...
03/20/2023

Are you concerned with the news of the Silicon Valley Bank collapse in the U.S.? Maybe you’re wondering if this can happen here in Canada, with your savings. Here’s what you need to know.

Are you concerned with the news of the Silicon Valley Bank collapse in the U.S.? Maybe you’re wondering if this can happen here in Canada, with your savings. Here’s what you need to know. Visit sunlife.ca to find more ways to learn about savings and investing.

25 years ago, I embarked in the journey of helping people find financial freedom. Little did I know that on the way, I w...
03/08/2023

25 years ago, I embarked in the journey of helping people find financial freedom. Little did I know that on the way, I will find my own freedom. I had to work hard for my place in this industry. I am a successful professional and a mother of two. It has not been easy to excel an both roles. However, I am grateful for my mentors along the way that believe and supported me by embracing equity in the many roles I have held during my journey and allowing me to create a successful career on my own terms by giving me freedom to be and grow not only as a professional but as a person. I wish all women are giving the opportunity to choose their path to success, without sacrificing who they are or want to be as a person. I believe its possible by acknowledging that success comes in different shapes and forms for everyone.

Happy Valentine's Day!
02/14/2023

Happy Valentine's Day!

A better understanding of how you’re taxed will make it easier to estimate how much tax you’ll pay, and reduce the chanc...
02/07/2023

A better understanding of how you’re taxed will make it easier to estimate how much tax you’ll pay, and reduce the chances of a surprise at tax time.

A tax-free savings account (TFSA) is a lot more versatile than you might realize. Here are a few things you might not kn...
02/03/2023

A tax-free savings account (TFSA) is a lot more versatile than you might realize. Here are a few things you might not know you could do with a TFSA.

A decumulation plan can turn your savings into income, help you pay less tax, make your money last and give you peace of...
02/02/2023

A decumulation plan can turn your savings into income, help you pay less tax, make your money last and give you peace of mind.

Do you know how to turn your savings into income in retirement? Read more to learn.

Are you a business owner or executive looking to save for retirement? An individual pension plan may be right for you. L...
01/31/2023

Are you a business owner or executive looking to save for retirement? An individual pension plan may be right for you. Let’s talk.

Are you a business owner or executive looking for ways to save for retirement? The answers to 5 questions can help you decide if an individual pension plan is right for you.

Life looks different. So does our advice. Let's talk about building a healthy long-term retirement plan.
01/27/2023

Life looks different. So does our advice. Let's talk about building a healthy long-term retirement plan.

Integrating charitable giving into your estate plan can help more than your community. It carries tax benefits too.
01/24/2023

Integrating charitable giving into your estate plan can help more than your community. It carries tax benefits too.

Integrating charitable giving into your estate plan can help more than your community. It carries tax benefits too.

Address

13270 Yonge Street
Richmond Hill, ON
L4E2T2

Opening Hours

Monday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+19057733777

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