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.

Saving is just one part of the retirement equation. Having a strategy to turn those savings into reliable income can hel...
07/20/2026

Saving is just one part of the retirement equation. Having a strategy to turn those savings into reliable income can help you maintain your lifestyle over time. Let’s map out a clear path to your dream retirement. https://bit.ly/4wPysjD

Hi Ontarian,Just a quick heads-up that the Waterloo Jazz Festival is happening this weekend from today (July 17–19), and...
07/17/2026

Hi Ontarian,

Just a quick heads-up that the Waterloo Jazz Festival is happening this weekend from today (July 17–19), and admission is free! 🎷🎶

If you're planning to attend, I'd love to meet you there. Sun Life is one of the event sponsors, and we'll have a booth throughout the festival. Feel free to stop by and say hello!

While you're there, you can also enter a draw to win Kitchener Rangers merchandise, along with many other exciting prizes and giveaways.

I'm also hosting a Financial Planning Seminar on August 16, where we'll share practical strategies on retirement, investment, tax & estate planning, wealth protection, and building long-term financial security.

If you're interested in attending, simply scan the QR code on the flyer to register. I'd love to see you there!

Enjoy the festival, and I hope to see you there! Please text me 519-501-6379 before or when you come I will have some gifts for you! Tony Duong - CFP professional with Sun Life https://advisor.sunlife.ca/tony.duong/

Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help a...
07/17/2026

Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you. https://bit.ly/4ptA4gA

Greater wealth can bring greater complexity. From tax-aware approaches to estate considerations, having a thoughtful pla...
07/07/2026

Greater wealth can bring greater complexity. From tax-aware approaches to estate considerations, having a thoughtful plan in place can help you protect and preserve what matters most — today and for the future. Let’s help simplify your next steps with a personalized roadmap. https://bit.ly/4eOmBMG

Small changes to your portfolio may have big effects. Contact me to set up some time to assess your portfolio.
07/02/2026

Small changes to your portfolio may have big effects. Contact me to set up some time to assess your portfolio.

As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that alig...
06/29/2026

As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.

Reach out to discuss how we can help you build a brighter future for both you and your company.

It all begins by planting a seed. A stress-free retirement starts with a plan. Reach out to me to get started.
06/26/2026

It all begins by planting a seed. A stress-free retirement starts with a plan. Reach out to me to get started.

As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps ...
06/23/2026

As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps that help protect, grow, and transfer wealth more efficiently. From insurance, as part of an estate strategy, to broader diversification, we help bring the pieces together. Book a quick review.

A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right go...
06/23/2026

A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right goal (RRSP, TFSA, debt strategy, or a targeted savings plan) can help you build momentum. The best move depends on your priorities — and your timeline. Let’s chat about your goals.

Address

401/120 Victoria Street S
Kitchener, ON
N2G0E1

Telephone

+15195016379

Website

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