Katherine Mae Moraleda - Advisor, Sun Life

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Canada
Calgary, AB
Katherine Mae Moraleda - Advisor, Sun Life

I will work closely with you to fully understand your specific financial situation and goals.

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.

06/19/2026

Happy Dragon Boat Festival! 🐉🚣

As families come together to celebrate this vibrant cultural tradition, we honour the resilience, teamwork and unity at the heart of the Dragon Boat Festival.

This ancient celebration reminds us of the importance of:
• Working together toward shared goals
• Building strong community bonds
• Honoring tradition while embracing the future
• Supporting one another through challenges

Wishing you and your loved ones a joyful celebration!

06/05/2026

Happy Global Day of Parents! 👨‍👩‍👧‍👦

Today, we honour parents around the world — those who nurture, guide and sacrifice to give their children the best possible start in life.

You're doing an amazing job. Let's make sure you have a plan that supports your family every step of the way.

06/04/2026

This June, we celebrate Pride Month and honour the LGBTQ2S+ community. 🌈

Pride reminds us that everyone deserves to live authentically and have equal access to opportunities and protection.

At Sun Life, we're committed to supporting diverse families with inclusive financial solutions designed for your unique needs. Learn more about inclusion at Sun Life here: https://bit.ly/4obpkmj

06/03/2026

This Seniors Month, let's talk about staying safe. Grandparent scams are targeting our older adults. Awareness is your best defense.

How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.

Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way

If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.

05/14/2026

This long weekend is a perfect time to gather with loved ones, enjoy the great outdoors and appreciate the opportunities we cherish in Canada.

Happy long weekend!

05/13/2026

Don’t get caught with unexpected medical costs or lost income from a life-altering illness. Sun CII's got you covered. Get a lump sum payment to use however you need if you’re faced with a covered illness. Now with limited-time savings on your first year of premiums. Offer ends July 31.

05/03/2026

Looking for lasting protection and lasting savings? When you purchase term and permanent life insurance together, you'll receive an instant 10% discount on your permanent insurance premiums that continues for the lifetime of your policy. Start saving from day one while helping secure your family's future and your legacy. Let’s chat!

05/02/2026

This May, we celebrate Asian Heritage Month, recognizing that Asian history is woven into the fabric of our country. For over 200 years, Asian communities have helped shaped business, economics, sports and culture across Canada.

We're committed to supporting diverse voices and fostering financial security and opportunity for everyone. Learn more about inclusion at Sun Life: https://bit.ly/3PcJEXv

04/27/2026

Q1 2026 market update: North American markets hit record highs amid global shifts.

As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.

Read the full update: https://bit.ly/4cQegFU

Have questions about your portfolio? Get in touch to chat.

04/08/2026

Spring is here, and so is home buying season! 🏡

Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.

Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://bit.ly/41Wjwmm

Address

6700 Macleod Trail SE, 7th Floor
Calgary, AB
T2H0L3

Website

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

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1920, 407 2 Street SW

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