Tony Velenosi Financial Solutions Inc.

Tony Velenosi Financial Solutions Inc. Collaborating with individuals and business owners to educate on financial strategies that help you become confident in your financial goals.

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/3FevgFo. 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.

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.

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/4tuYCpP

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/4tZiXVx

Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let'...
04/30/2026

Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you. https://bit.ly/3ONmTcz

Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a pe...
04/23/2026

Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!

Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for a...
04/16/2026

Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.

Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-ef...
04/09/2026

Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://bit.ly/4ehwjXQ

Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let...
04/02/2026

Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your .

Message me for details. https://bit.ly/4s95qbW

Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you....
03/26/2026

Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://bit.ly/4dcwtiY

Address

180 Northfield Drive W
Waterloo, ON
N2L0C7

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 7pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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