T. Michelle Maquiso-Montojo Email & Phone Number

As a financial planner at Sun Life, I have over 19 years of experience in providing insurance and investment solutions to business owners, their employees, and families. I am a certified financial planner and a qualifying member of the Million Dollar Round Table, an international network of leading financial professionals who uphold the highest standards of ethics, knowledge, service, and productivity.My mission is to help Clients achieve their financial goals and protect their assets through comprehensive financial planning in all areas of their life, including estate planning, retirement planning, investment strategies, taxation strategies, contingency planning, business continuation planning, and succession planning. I work with Sun Life's Estate and Financial Planning Services team to understand Clients' needs and offer them specialized solutions that suit their unique situations. I also partner with my husband Jo, who has 15 years of industry experience, to deliver exceptional Client service and support.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.

Listed skills include Corporate Retirement Strategy, Health Insurance, Life Insurance, Disability Insurance, and 11 others.