Perry Creguer

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.

Job title: CERTIFIED FINANCIAL PLANNER®, CFP®

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 work together

Build your savings, protect your family and live a healthier life. I’ll help you develop a holistic plan that provides the right mix of income, savings and insurance protection solutions. I'll help you build lifetime financial security by:

Understanding your goals and helping you make the most of your savings and contributions
Providing investment strategies designed to help maximize your money
Protecting you and your family with insurance solutions that fit your needs
Converting your lifetime savings into retirement income when you’re ready

Whether it's through life insurance, health insurance or an investment strategy, I’ll help you build lifetime financial security.

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.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

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Stay informed

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No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.

Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.

How can you get ahead of a potential disability?

1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals

Reach out and let’s create a plan that you feel confident about.

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Office information

Cranbrook, BC

Phone:

(250) 421-5012

Email:

perry.creguer@sunlife.com

Address:

111 B 7th Avenue South,, Cranbrook, BC, V1C 2J3 Canada

Let’s connect

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