Sergio Avalos

Helping you reach your health and wealth goals.

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

Let’s connect

Job title: CPCA, EPC

Languages spoken: English, Spanish

Area(s) served: British Columbia, Alberta & Ontario

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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Let's work together

Let me help you plan for your future in a way that incorporates your financial goals and protection needs. We’ll work together by:

assessing your current financial situation,
setting achievable goals,
developing a realistic approach to meet those goals,
helping you work toward your goals and
helping you revise that approach as your needs change

My office is located in West Vancouver, British Columbia. I serve Clients located throughout the Sea to Sky corridor in British Columbia. I can accommodate in person or virtual appointments. As a bilingual advisor, I’m happy to offer my services in both English and Spanish. 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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自主理财让您晕头转向？我可以帮助您！是时候与我们合作了。和我聊聊您的RRSP。

Bank of Canada rate cut odds for June fall after April inflation data

Canada’s annual rate of inflation slowed to 1.7 per cent in April, Statistics Canada reported on Tuesday, down from 2.3 per cent in March.

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6.1 million Canadian workers juggling jobs and caregiving: report

For more than six million working Canadians, caregiving isn’t just part of life — it’s part of the workday. Yet despite juggling these responsibilities, most employees receive little to no formal support from their employers. That’s more than a third (35 per cent) of the workforce, according to a new report from the Canadian Centre

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Office information

Vancouver, BC

Phone:

(604) 683-6905 x289

Email:

sergio.avalos@sunlife.com

Address:

1508 West Broadway, Suite 701, Vancouver, BC, V6J 1W8 Canada

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