Grace Pereira
Job title: Advisor, Sun Life
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
How we work together
Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:
- assessing your current financial situation,
- setting achievable goals,
- developing a realistic approach to meet those goals,
- helping you work toward your goals and
- helping you revise that approach as your needs change.
My commitment to you
By understanding your needs, I am able to recommend a plan and coverage that will allow your loved ones to continue living the same lifestyle they are accustomed to now and in retirement.
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, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/grace.pereira
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/grace.pereira
As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/grace.pereira
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/grace.pereira
别错过潜在的税务优惠，为退休生活筑牢保障。以下是您应考虑最大化 RRSP 供款的原因：
• 降低 2025 年的应税收入
• 让您的储蓄金额在提取前享受免税增值
• 为您未来的财务健康状况投资
永明金融提供多个 RRSP 投资选项，助力您的退休储蓄持续增值：
• 共同基金
• 保证投资证书 (GIC)
• 储蓄账户
让我们聊聊如何在截止日前充分利用 RRSP 供款额度。未来的您定会感激此刻的明智选择！
• 降低 2025 年的应税收入
• 让您的储蓄金额在提取前享受免税增值
• 为您未来的财务健康状况投资
永明金融提供多个 RRSP 投资选项，助力您的退休储蓄持续增值：
• 共同基金
• 保证投资证书 (GIC)
• 储蓄账户
让我们聊聊如何在截止日前充分利用 RRSP 供款额度。未来的您定会感激此刻的明智选择！
别错过潜在的税务优惠，为退休生活筑牢保障。以下是您应考虑最大化 RRSP 供款的原因：
• 降低 2025 年的应税收入
• 让您的储蓄金额在提取前享受免税增值
• 为您未来的财务健康状况投资
永明金融提供多个 RRSP 投资选项，助力您的退休储蓄持续增值：
• 共同基金
• 保证投资证书 (GIC)
• 储蓄账户
让我们聊聊如何在截止日前充分利用 RRSP 供款额度。未来的您定会感激此刻的明智选择！
• 降低 2025 年的应税收入
• 让您的储蓄金额在提取前享受免税增值
• 为您未来的财务健康状况投资
永明金融提供多个 RRSP 投资选项，助力您的退休储蓄持续增值：
• 共同基金
• 保证投资证书 (GIC)
• 储蓄账户
让我们聊聊如何在截止日前充分利用 RRSP 供款额度。未来的您定会感激此刻的明智选择！
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/