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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

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Who we service

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Families

Helping families protect what matters most and work towards a secure financial future for each family member.

High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

Pre-retirees and retirees

Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.

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

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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

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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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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