Mecca Alia Estacio
Job title: Advisor, Sun Life
Languages spoken: Cebuano, English, Filipino, Tagalog, Visayan
Area(s) served: 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.
Let's work together
Let me help you reach your financial goals while protecting what matters most. I help Clients going through many different points in their life, including:
- couples,
- young families,
- millennials,
- people who are new to Canada,
- first time homeowners,
- pre-retirees and
- retirees.
My office is location in Burnaby, British Columbia and I am happy to offer in-person appointments there. I work with Clients throughout the province of British Columbia virtually. Contact my office to book your appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals