Patricia Llanto

Your family means the world to you, as they should.

Let’s protect their future and work towards giving them everything that they need and deserve.

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Job title: Advisor, Sun Life

Languages spoken: English, Filipino, Tagalog

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Helping your family

Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.

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Let’s create your holistic financial strategy

Feeling financially secure doesn’t have to feel overwhelming. I’m here to help you feel confident in your future. Let me help you create a plan that addresses your unique needs.

I work with:

immigrants,
business owners/entrepreneurs,
families,
high net worth individuals,
new Canadians and
millennials.

Let’s set up a meeting to discuss your goals. From there, I can help you by creating a financial roadmap that encompasses your financial goals and protection needs.

My office is in Edmonton, Alberta. I offer both in-person and virtual appointments. Contact my office to book your first 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.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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.

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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Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help keep your retirement roadmap aligned with your goals tomorrow.

Book a retirement roadmap session, and let's see where you stand.

If you could improve just one area of your business before the end of the year, what would it be?

💬 Cash flow
💬 Tax planning
💬 Growth
💬 Succession planning

Share below and reach out if you'd like to have a conversation about closing off this quarter with confidence. https://advisor.sunlife.ca/patricia.llanto

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.

If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/patricia.llanto

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Office information

Edmonton, AB

Phone:

(780) 424-8171

Email:

patricia.llanto@sunlife.com

Cell:

780-907-3327

Fax:

780-424-8118

Address:

10303 Jasper Avenue, Suite 2928, Edmonton, AB, T5J 3N6 Canada

Office hours:

Monday-Friday (8:30 AM - 5:00PM)

Let’s connect

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