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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Net worth calculator

What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...

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Critical illness insurance calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

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Dollar-cost averaging: Making investing automatic

Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.

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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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