Maria Felinore Cabanting
Job title: Financial Planner, Sun Life, MBA, CFP®
Languages spoken: English, Tagalog
Area(s) served: Alberta, British Columbia
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.
Financial planning through Alberta and British Columbia
Let’s work together so I can help you find the right financial protection while reaching your financial goals. Whether you need tax optimization tips, help understanding the Canadian financial landscape or want to create a retirement plan, I can help.
I work with:
- new Canadians,
- families and
- pre-retirees and retirees.
When working together, we’ll start by setting up a meeting to understand your goals and what you’re trying to achieve. From there, I’ll assess your situation and create recommendations. I’ll work with you to help implement your financial plan. Once you’re set up, I’ll conduct regular reviews to ensure your plan stays up to date with your life.
My office is in Calgary, Alberta. I offer in-person appointments for Clients in the surrounding areas. I also offer virtual appointments for Clients throughout Alberta and British Columbia. Contact my office to book your appointment.
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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Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!