Tony Duong, CFP, RRC - Advisor, Sun Life

Tony Duong, CFP, RRC - Advisor, Sun Life As a Sun Life advisor, I help individuals and families achieve lifelong financial security through holistic, goal-based planning.

My approach integrates investment strategies, protection solutions, and long-term income planning to ensure you’re supported.

KITCHENER RANGERS FAN FEST 2026 – SUNDAY, SEPTEMBER 6Join us this Sunday for the Kitchener Rangers Fan Fest — a fun comm...
09/03/2026

KITCHENER RANGERS FAN FEST 2026 – SUNDAY, SEPTEMBER 6

Join us this Sunday for the Kitchener Rangers Fan Fest — a fun community event for the whole family!

📅 Sunday, September 6, 2026
⏰ 10:00 AM – 2:00 PM
📍 Kitchener Memorial Auditorium – Parking Lot A
🎟️ FREE ADMISSION

There will be lots of fun activities, including:

🏒 Meet Kitchener Rangers players & autograph session
🎡 Inflatable games & rides
🍔 BBQ
🏆 Photos with the Memorial Cup & J. Ross Robertson Cup
🎉 Community activities and much more!

☀️ Sun Life will also have a booth at Fan Fest, and I’ll be there to meet and connect with everyone.

If you met me at the Waterloo Jazz Festival, Busker Carnival, or haven’t had a chance to meet me yet, please stop by the Sun Life booth and say hello!

While you’re there, if you have any questions about investments, retirement, tax & estate planning, life & health insurance, or would simply like to have a complimentary financial planning conversation, I’d be happy to connect with you.

Tony Duong, M.A., CFP®, RRC®
Financial Planner / Advisor – Sun Life
📞 519-501-6379
📧 [email protected]
🌐 advisor.sunlife.ca/tony.duong

Hope to see you and your family at the Sun Life booth this Sunday! ☀️🏒

As wealth grows, financial priorities often become more complex. Are your investments, tax strategies, estate plans and ...
09/02/2026

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

08/29/2026

🎪 SUN LIFE AT THE WATERLOO BUSKER CARNIVAL | AUGUST 27–30

TODAY — SATURDAY, AUGUST 29!

I’ll be at the Sun Life booth ALL DAY TODAY, right near the main entrance at Waterloo Busker Carnival. Come by and say hello! 👋

Enjoy an exciting day of street performances, entertainment and family-friendly activities in Uptown Waterloo. Sun Life is proud to be a major sponsor of this wonderful community event.

🎉 Stop by the SUN LIFE booth to meet me, enjoy some fun activities and enter our prize draw!

It’s also a great opportunity for a complimentary conversation about:
💰 Investing & Wealth Building
📊 Tax-Efficient Strategies
🛡️ Insurance & Asset Protection
🏖️ Retirement Planning
🏡 Estate & Legacy Planning

A strong financial future rarely happens by accident — it starts with the right plan.

📍 Uptown Waterloo-100 Regina ST Waterloo
📅 August 27–30, 2026

Bring your family and friends — I’d be happy to meet them too!

Tony Duong, CFP®, RRC®, M.A.
Financial Planner / Advisor – Sun Life
https://advisor.sunlife.ca/tony.duong/

🎪 SUN LIFE WATERLOO BUSKER CARNIVAL – AUGUST 27–30 🎪Come enjoy four exciting days of live performances, entertainment an...
08/26/2026

🎪 SUN LIFE WATERLOO BUSKER CARNIVAL – AUGUST 27–30 🎪
Come enjoy four exciting days of live performances, entertainment and family fun at Uptown Waterloo! Sun Life is proud to be a major sponsor of the Waterloo Busker Carnival, and I’ll also be there to welcome our community.

While enjoying the festival, feel free to stop by SUN LIFE booth and say hello! 👋

You’ll also have an opportunity to meet with an experienced Certified Financial Planner (CFP®) and have a complimentary conversation about your financial future — from investment and wealth accumulation to tax-efficient strategies, income & asset protection, retirement planning, and estate & legacy planning.

A strong financial future rarely happens by chance — it happens by design.

👉 You can also register for my complimentary Sophisticated Tax, Retirement, Investment & Estate Planning Seminar to explore these strategies in greater depth. Please see the poster below for details and registration.

📍 Uptown Waterloo / Waterloo Public Square
📅 August 27–30, 2026

Hope to see you there!

Tony Duong, CFP®, RRC®, M.A.
Financial Planner / Advisor – Sun Life
📞 519-501-6379
📧 [email protected]
🌐 https://advisor.sunlife.ca/tony.duong/

Ready to take control of your retirement in just 5 minutes? Sun Life One Plan is a powerful tool to help you: ✅ Create ...
08/22/2026

Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.

Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart st...
08/20/2026

Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.

Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.

Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for...
08/19/2026

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.

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your va...
08/18/2026

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.

Let's connect and start planning today. https://bit.ly/3S1jN6q

Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear ...
08/18/2026

Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.

Let’s review your strategy to find ways to strengthen your margins.https://bit.ly/3SBNX0d

📣 THIS SUNDAY, AUGUST 16 – COMPLIMENTARY FINANCIAL PLANNING SEMINAR IN KITCHENERHave you ever wondered:📈 Why do some inv...
08/13/2026

📣 THIS SUNDAY, AUGUST 16 – COMPLIMENTARY FINANCIAL PLANNING SEMINAR IN KITCHENER

Have you ever wondered:

📈 Why do some investors consistently achieve better long-term results — and what do they do differently?

💰 What strategies can help you invest more effectively and tax-efficiently, particularly with non-registered investments or assets held inside a corporation?

🏢 If you are a business owner or incorporated professional, how can you better integrate investment, tax, retirement, insurance and estate planning into one comprehensive strategy?

🏖️ In retirement, how should you draw income from RRSP/RRIF, TFSA, non-registered investments and corporate assets to manage taxes and create sustainable retirement income?

🛡️ How can the right protection strategy help safeguard your income, assets and your family’s financial security against unexpected events?

❤️ Is life insurance simply about leaving money behind? Or, when properly structured, can it also become an effective tool for wealth protection, estate planning and intergenerational wealth transfer?

🏡 How can you preserve the wealth you have worked hard to build and pass more of it to the next generation while reducing unnecessary tax erosion of your estate?

I warmly invite you to join me for:

SOPHISTICATED INVESTMENT, TAX, RETIREMENT, INSURANCE & ESTATE PLANNING

👨‍💼 Presented by Tony Duong, CFP®, RRC®, M.A.

Certified Financial Planner with approximately 20 years of experience in financial services. Previously a Financial Planner with TD Wealth and Senior Consultant with IG Wealth Management, and formerly taught Financial Planning, Tax, Retirement & Estate Planning at Conestoga College and George Brown College before joining Sun Life.

📅 Sunday, August 16 at 10:30 AM
📍 Suite 401 – 120 Victoria St S, Kitchener, ON
🍽️ Food & refreshments will be provided
🎟️ Complimentary admission – limited seating

👉 Interested in attending? Scan the QR code on the poster to register, or simply send me a direct message.

One morning to look at your entire financial picture — not just how much you can grow your wealth, but how much you can keep, how well you can protect what you have built, and ultimately how much you can pass on to the people who matter most.

Address

401/120 Victoria Street S
Kitchener, ON
N2G0E1

Telephone

+15195016379

Website

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