Sophie bun financial advisor
34Limited10 Arrowstone Ct, Brampton, ON L6R 0V5, Canada
About
Sophie bun financial advisor is a local financial planning provider in Brampton, Ontario. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.
Senior Care Path Summary
Who This Provider Is Best For
Photo Gallery
Photos via Google Maps
Google Reviews
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10 Google reviews
Most recent reviews
Essa Qaqish
6 months ago · via Google
Sophie Bun was an incredible help building our portfolio as well as identifying the best life insurance that meet our needs. I would highly recommend her to anyone looking for financial and insurance advice.
Chanh Huynh
6 months ago · via Google
Sophie help me open my sons and myself BMO Insurance retirement plan, which is permanent life insurance and supplement income for retirement.I am so glade she explained me a lot about this plan because I had permanent life insurance with other agent but he never told me about this one, he gave the death benefit stay the same for whole life, no investments growth and no retirement income option. But Sophie explained me very well how this plan work, she show me her own and her kids and her husband statement, her investment growth so much, I see the statement every 3 months and she said we can even pause the payments or increasing or decreasing the payment in a hardship situation and it is way cheaper cost than the other one I bought before, so I kind of understand a lot faster after seeing real statements, I asked my other agent if this kind of plan exist, and he said yes, he has that for his own plan because he know about investment and risk of investing. But he sold me diffe! rent plan from his. We actually want something good like the agent always get for themself so after I see the real statement I believe this is the best one. Even it is a lot more to explain but Sophie did not hesitate to show me, I am so happy to get this BMO retirement plan for myself and my 2 sons from her. Her service is just a phone call away. I would highly recommend Sophie to everyone who need financial advice and estate planning for their family.
Gurjant Gill
6 months ago · via Google
I’ve been working with Soktheavy Bun for Since 2022, i was unsure about retirement planning and overwhelmed by investment choices. From our first meeting, she took time to understand my goals — both short-term and long-term — and explained complex financial concepts in ways I could actually understand. She crafted a personalized financial strategy that balanced growth and risk, and we now have a clear plan for retirement, savings, and tax efficiency. I especially appreciated how She kept in touch regularly, answered all my questions promptly, and updated my plan whenever circumstances changed. Thanks to their guidance, I feel confident and in control of my financial future. I highly recommend Soktheavy Bun to anyone looking for knowledgeable, trustworthy financial advice.
Summary of Google Reviews
Summarized by Senior Care Path from Sophie bun financial advisor's Google rating and recent reviews. Confirm specifics with the provider.
Sophie bun financial advisor holds an excellent 5.0-star rating across 10 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
Location
10 Arrowstone Ct, Brampton, ON L6R 0V5, Canada
Also serves
- Brampton and surrounding areas