Meredyth McCabe

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Job title: Advisor, Sun Life

Area(s) served: Prince Edward Island, Nova Scotia, New Brunswick, Alberta

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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Helping Clients throughout Prince Edward Island

Let’s work together to create a holistic plan that will help you reach your short- and long-term goals. From family planning and business planning to retirement planning, I can help.

I work with:

millennials,
business owners,
families and
pre-retirees.

At our initial meeting, we’ll take the time to get to know each other. By the end of the meeting, I want to thoroughly understand where you are today and what your needs and goals are. From there, I will make a plan and strategy and help you put it into action.

My office is in Charlottetown, Prince Edward Island. I offer in person and virtual appointments Clients throughout Prince Edward Island. Contact my office to book your appointment.

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, budgeting and investing

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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Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.

Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/meredyth.mccabe

Life changes, goals evolve and your estate plan should too.

Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.

Ready to review your plan? Reach out today. https://advisor.sunlife.ca/meredyth.mccabe

Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.

Reach out to start your journey!

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Office information

Charlottetown, PE

Phone:

(902) 894-8513

Email:

meredyth.mccabe@sunlife.com

Fax:

9026263330

Address:

184 Buchanan Drive,, Charlottetown, PE, C1E 2H8 Canada

Office hours:

Mon - Friday 9:30 - 4:00

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