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.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Let me know how I can help!
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/