Bernard V. Villarena - Advisor, Sun Life

01/17/2024

A financial plan is basically a snapshot of your financial situation and a path to get you to your goals. When life looks different and your goals change, your plan needs to change too. No matter how old you are, now is the time to make a plan.

A financial plan gives you a picture of your financial situation and shows you how to reach your future goals. No matter how old you are, now is the time to make a plan. To learn more, visit sunlife.ca.

01/09/2024

Now more than ever is the time to prioritize your self-care needs. Why? Because it’s an essential way of reducing everyday stress

Feeling stressed over talk of recession, inflation, interest rate hikes, market volatility, and more? Visit sunlife.ca to see how self-care can be a stress reliever..

12/04/2023

08/14/2023

Help give your children or grandchildren a secure financial future. Let's talk about how participating life insurance can be a great option for kids.

04/15/2023

Create a lifetime of financial security. Every strategy needs to be flexible to deal with life’s unexpected events. Protect each member of your family and preserve your financial strategies. Let's connect.

04/14/2023

Retirement looks a lot different now than it used to.

04/13/2023

Dream big. Then make a plan to get there. I’m here to help.

01/11/2023

You might want to attend. Please check this out.

Inflation, economic uncertainty, taxes: these are just few of the risks that we all face. While we can’t predict the market, having the right information can go a long way towards protecting your financial security. Some topics we’ll cover: o Risks that we all face as investors o How inflation a...

11/07/2022

What's the differences between term and permanent life insurance? Term life insurance offers coverage for a specific amount of time, whereas permanent life insurance offers lifelong coverage that never expires. This article explains how they work. Reach out to me if you have questions.

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

11/04/2022

At the end of the month, do you ever wonder where your money is going? Sure, we all have essential expenses, but what about all the non-essential spending? If you’re not careful, non-essential spending can quickly get out of hand. Let’s sit down to discuss your spending habits and how you can take back control of your money.

Unsure where your money is going? Perhaps it’s time to take a look at your spending. Are all those purchases really necessary?

11/03/2022

It’s Diabetes Awareness Month. It’s an important time to educate people about the disease. Learn more here: https://bit.ly/diabetesmonth7