De Sa Financial Services Inc.

03/15/2025

Will miss you more.!
Where did 25yrs go?
What a great journey it has been!.

A heart felt thank you to those that have trusted me with their financial security.

Now off to a new phase.
Looking forward to this new adventure with 😊 Tania Ribeiro - Sun Life Advisor as I start enjoying a bit more time off but still be part of the sunlife family 😊🙏

03/07/2025

Did you know you can claim some of your family’s health expenses and your health insurance premiums on your tax return?

Take a look at this article to learn how.

Your family's health costs could lower your tax bill. Learn how to claim medical expenses and insurance premiums on your return.

03/06/2025

Travelling with the family soon? Make sure you pack your insurance. It can help protect you and your family while you’re away. Give me a call to make sure you’re covered.

Video script: Don’t forget to pack your insurance

03/04/2025

As your advisor, I’m dedicated to developing strategies tailored to your unique needs. Book your discovery call today.

Video script: Let’s talk

02/28/2025

Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.

Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.

02/27/2025

Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡

Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.

02/25/2025

💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.



*Certain terms and conditions may apply. Contact me for more information.

02/21/2025

No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.

02/20/2025

💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31!

*Certain terms and conditions may apply. Contact me for more information.

02/18/2025

💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.



*Certain terms and conditions may apply. Contact me for more information.

02/14/2025

Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.

02/13/2025

Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.

Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!