Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life

The right strategy will help you achieve your long-term or short-term objectives. We will help you identify your objectives and plan for unforeseen changes. There are numerous choices. Our financial planning can help you establish long-lasting stability. We offer the same services from basic money management to more complex financial strategies. This may include: Our team has the capabilities to tailor an approach for you. We can place you in the right investment option. You may receive advice on the best insurance products to safeguard your loved ones at any stage. Convert your assets into retirement income. You may also receive personal, disability, or critical illness insurance depending on your situation and requirements. Sun Life has the best array of beneficial financial investment and insurance products. Our team of experts is prepared to make a financial plan that is tailored to your specific needs.

Liana consistently receives incredibly positive reviews, with a common theme of going above and beyond, being a true professional, and displaying excellent knowledge. Her ability to break down complex financial concepts and develop long-term financial and insurance plans for her clients has been highly appreciated by multiple people. Clients, as well as other professionals in the real estate industry, have recommended her without reservation. Her hands-on approach, proactive follow-up, and care for her clients are often highlighted, with claims of exceptional service. She is concerned with clarifying and providing in-depth information to help you make informed decisions and understand every step of your financial journey. Overall, Liana is a fantastic choice for a financial advisor, with a track record of satisfied clients.