Liana Carvalho, B.A.*

678 Belmont Avenue W, Unit 304 Kitchener, Ontario N2M 1N6
English, Portuguese

With a family of my own, I understand the desire to protect your loved ones and enjoy life. One of my greatest passions is spending time travelling, volunteering and attending sports events with my family. As a Sun Life Financial advisor, I take great pride in helping clients achieve their goals. Together, we can create a clear financial roadmap designed to help you navigate toward lifetime financial security. The advice I give clients is complemented by the insights I've gained from many years spent working in the financial services industry. I can help you protect your loved ones, maximize your savings, pay less tax, and retire your way. You can achieve financial security and leave the financial legacy you envision. Let's talk today.

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

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.