Carla Ayles
Job title: Advisor at Sun Life, CLU®, CHS™, B.A.
Languages spoken: English
Area(s) served: Moncton and surrounding areas
Guiding you through life's transitions to help you achieve financial growth
We understand the unique challenges Clients in life transitions face, from career changes to recovering from divorce or death, and navigating retirement.
We listen to your goals and provide personalized advice to reach both short- and long-term life objectives. By focusing on your financial health and growth opportunities, we offer clarity and confidence, helping ensure your financial path remains uninterrupted.
With 30 years of experience and advanced tools, we deliver timely, informed solutions that address your specific needs. Clients feel comfortable working with us because we create a supportive, trusting environment where their concerns are heard and their needs are prioritized.
Who we service
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Families
High net worth and affluent
Pre-retirees and retirees
Let’s work together
My goal is to take complex financial strategies and make them understandable to Clients. I believe educating Clients is the first step to helping them develop a solid financial strategy. Once we create a plan, we will continually review and update it as your life changes.
I work with young adults and middle aged Clients. I can help you through many of life’s events, such as:
- starting your career,
- starting a family,
- going through a divorce,
- dealing with the loss of spouse or
- taking care of an elderly family member.
I believe that what sets me apart as an advisor is that I believe in consciously listening to Clients. I understand that each person’s situation is unique. I believe in truly listening to understand the individuality of each Client. This foundation enables me to recommend solutions to Clients.
Contact my office to get started. Let’s talk.Click here to book time with me via Phone, Zoom, or in-person.
Comprehensive financial clarity
Clients who benefit the most from our work are goal-oriented, established individuals and couples committed to thorough and comprehensive financial planning.
We build strong connections with women as well as couples in transition who prioritize a customized approach, value focusing our time together on the big picture, and are keen to implement.
These Clients are eager to learn, dedicated to achieving financial success, and appreciate our meticulous, ongoing planning process. Through our commitment to long-term relationships, we ensure that your financial plans are regularly reviewed and adjusted to accommodate any changes in your circumstances. Our comprehensive planning services are crafted to provide you with a clear vision of your financial future, offering peace of mind and actionable insights.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Our unique process
Our process begins with a deep dive into your financial situation, listening carefully to understand your unique needs and goals. We then develop a personalized plan that addresses both your immediate concerns and long-term objectives.
This plan includes a consistent review schedule to ensure it evolves with your changing circumstances. We use a combination of advanced tools and face-to-face interactions to keep you informed and engaged.
By providing clear, visual representations of your financial path, we make complex information accessible and actionable. Our commitment to your financial health means we're always ready to make necessary adjustments, providing you with the clarity and confidence to pursue your financial future with assurance.
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Crystal Balls and Spreadsheets
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
