Liana Carvalho, CFP, CLU - Financial Planner, Sun Life

Liana Carvalho, CFP, CLU - Financial Planner, Sun Life Let me help you create and live your tomorrow For over a decade, I have been in the financial services industry.

I focus on giving great value to Clients and helping them plan for their short-term and long-term goals. I began my career in various financial services roles with an early focus on group retirement services. I then transitioned to a financial advisor where I found my passion in helping Clients achieve financial success. I’m dedicated to working with Clients and guiding them on their financial jou

rney. From a young age, I realized the peace and security that a proper budget, savings, insurance and investment plan can give. I take great pride in offering the same peace of mind to Clients. In my spare time, I enjoy travelling, attending sporting events and spending time with family. A perfect summer day for me would be spending time with family in wine country. Today I remain committed to educating, engaging, and inspiring others to reach their financial success and live their tomorrow.

You’ve invested years into building your business, but what’s your plan for what comes next? Whether you’re thinking abo...
09/08/2026

You’ve invested years into building your business, but what’s your plan for what comes next?

Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.

The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://bit.ly/4gQUNa7

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mo...
09/04/2026

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection solutions help ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today. https://bit.ly/4zUsal4

It’s not always about big financial moves. Sometimes it’s smaller, consistent decisions like saving, protecting, and pla...
09/03/2026

It’s not always about big financial moves. Sometimes it’s smaller, consistent decisions like saving, protecting, and planning that can help make the biggest difference over time. Starting early helps give you more flexibility, more options and more confidence for what’s ahead. https://bit.ly/466K5aE

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a...
09/03/2026

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. https://bit.ly/4h9mk88

As wealth grows, financial priorities often become more complex. Are your investments, tax strategies, estate plans and ...
09/01/2026

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

Want your money to work for your family's future? 💰 Creating a plan to help your wealth last for generations takes more...
08/28/2026

Want your money to work for your family's future? 💰

Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.

A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come

Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://bit.ly/4gEDeKA

Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws a...
08/28/2026

Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.

08/27/2026

Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.

From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect wh...
08/27/2026

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect what you've built.

Let’s connect to guide you toward a retirement strategy that fits your needs. https://bit.ly/4zN5h3g

Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate ...
08/26/2026

Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.

Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.

Address

178 Victoria Street S
Kitchener, ON
N2G2B9

Telephone

+12266473388

Website

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