Katherine Mae Moraleda - Advisor, Sun Life

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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.

06/03/2026

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

04/07/2026

World Health Day reminds us that health is our greatest asset. 💚

A healthier you means:
• Reduced stress and better peace of mind
• Increased productivity and energy
• Stronger resilience for life's challenges

Taking care of your physical and mental wellbeing today sets the foundation for a brighter tomorrow. Whether it's scheduling that check-up, moving your body or taking time to rest — your health matters.

Let's chat about comprehensive health coverage that gives you confidence. https://bit.ly/41kzHcX

04/05/2026

Wishing you a joyful Easter filled with hope, renewal and possibility. 🌷

Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.

03/30/2026

Some things are better when you’re cheering together. 🏀💛

Game day is fun. But building a future together matters even more.

Explore your life insurance options: https://bit.ly/47sZx26

Address

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

Website

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

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