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
Health insurance products
Life insurance products
Saving, budgeting and investing
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Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/maria.cabanting
Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner
This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.
Ready to strengthen your protection? Let's talk!
How to create a budget
Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.
Need a bit of inspiration? Polish up on your budgeting skills here https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-create-a-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor