Maria Pereira
Job title: Advisor, CHS™, CLU®
Languages spoken: English, Portuguese
Area(s) served: Brampton, Ontario
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
In today's society, we face many concerns about job security and other rapid changes taking place. I enjoy helping Clients so we can all strive to live in a better world. Finances play a big role in society’s wellbeing. My goal is to help one family at a time avoid debts and build a solid future.
I work with young adults, families, people preparing for retirement and retirees. I’ll work with you to educate you and help give you financial literacy. I’ll help you create and stick to a budget, meet your needs and prioritize your goals and savings.
Let me help you make the right choices to secure your family's financial future. I work with Clients in Halton-Peel region. I’m happy to offer both in-person and virtual appointments. Contact me today to get started.
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From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.
#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/maria.pereira
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/maria.pereira
Four ways financial advice delivers true value | Vanguard Canada
https://www.vanguard.ca/en/insights/four-ways-financial-advice-delivers-true-value
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.