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.
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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. 

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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Stay informed

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Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Average Canadian DB pension plan’s funded position on solvency, accounting basis up in April: report | Benefits Canada.com

Average Canadian DB pension plan’s funded position on solvency, accounting basis up in April: report | Benefits Canada.com

The funded position of a typical Canadian defined benefit pension plan rose on both a solvency and accounting basis in April,
Employers rethinking value of employee connections in era of remote work: report | Benefits Canada.com

Employers rethinking value of employee connections in era of remote work: report | Benefits Canada.com

The rise of remote work has led to a loss of workplace social connections that is negatively affecting employees, according to a new report by the Conference Board of Canada.

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