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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Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.