Katherine Mae Moraleda – Sun Life Financial

106402735069392617956I can help you reach your goals for your future with money for life.

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here’s the information we’ll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

Contact
403.863.5991
http://www.sunlife.ca/katherine.moraleda

English & Tagalog