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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Joe Ferreyro Financial Solutions Inc.

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Canada
Richmond Hill, ON
Joe Ferreyro Financial Solutions Inc.

Here at Joe Ferreyro Financial Solutions Inc., we work hard to meet your needs.

Our Mission
To make a positive impact in the lives of our clients, primarily through a professional, one-on-one relationship with our team. Our Vision
To help our clients realize their dreams by anticipating, understanding, and meeting financial needs

Our Values
Client loyalty, professionalism, competence, commitment, integrity, work ethic, confidentiality.

11/18/2025

With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.

Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly

Remember, a secure business is a successful business.

Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.

11/14/2025

🍁 November is Diabetes Awareness Month

Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.

-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years

Learn more about qualifying: https://bit.ly/4oCVIO7

Questions about how the DTC or other financial solutions can support your health journey? Let's connect!

11/13/2025

Is your wallet feeling more 'oh no' than 'ho ho ho' this season?

Don't let holiday spending get you down, sleigh your budget with these tips:
-Make a list, check it twice (budgets are nice!)
-DIY gifts = extra merry & bright
-Shop sales (or regift) like a frugal elf would

You can also use your TFSA for short-term saving. It's like a magic sack for your holiday cash. Remember, the best gift is time together. Create memories, not debt this holiday season! 🏡❤️

Want to chat about keeping your finances festive all year round? Reach out before 2025 gets away.

11/11/2025

As the leaves change, maybe your tax strategy should as well.

Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸

Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.

11/07/2025

Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.

November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals

Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.

You can also learn more about your money habits here >> https://bit.ly/4oxvRHw

11/06/2025

Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.

Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.

Remember, small adjustments now can lead to big comfort later. Let's chat.

11/04/2025

Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.

Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.

10/31/2025

Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://bit.ly/3LeSsd7

10/30/2025

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://bit.ly/47gQRMt

10/29/2025

We are excited to invite you to our upcoming webinar, “Your Health and Your Wealth,” where we’ll discuss the essential connection between financial well-being and personal health.

Webinar Details:
Date: Wednesday 5th November at 7:00 PM ET (US and Canada)

In this session, you’ll learn:
• How financial stress impacts your overall health.
• Practical strategies to maintain financial security and peace of mind.
• Tips for aligning your financial goals with a healthy lifestyle.

Secure Your Spot Today!
https://bit.ly/4oIwI7F

10/28/2025

Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.

10/27/2025

Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth

Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.

Address

9050 Yonge Street Suite 500
Richmond Hill, ON

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://advisor.sunlife.ca/joe.ferreyro/

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