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 talk about your goals

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.

Mortgage protection insurance

Mortgage protection insurance is a life insurance policy that covers more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.

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Stay informed

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Women in Canada are building wealth and shaping their financial future, but deserve plans tailored to their unique goals and challenges.

A personalized financial strategy can help you plan for retirement, protect your family, and build the financial confidence you deserve.

Let's work together to create your path forward. https://advisor.sunlife.ca/sergio.avalos

As a business owner, there’s a lot to think about when it comes to your long-term success.

Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?

Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/sergio.avalos

What would happen to your family's finances if life took an unexpected turn?

Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.

Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/sergio.avalos

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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

Let’s connect

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