Perry Creguer - Financial Planner, Sun Life

Perry Creguer - Financial Planner, Sun Life Insurance and Investment advisor
Certified Financial Planner I am a Sun Life advisor.

These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical il...
08/07/2026

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://bit.ly/4wM2u8f

It's never too early to start. When kids learn about money young, they make smarter choices later. đź’ˇ Here's how to get s...
08/06/2026

It's never too early to start. When kids learn about money young, they make smarter choices later. đź’ˇ

Here's how to get started:

• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate

Small money conversations today build confident adults tomorrow.

Ready to help your kids build money confidence? Reach out and let's talk about it. https://bit.ly/4fWsNBK

Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help a...
07/31/2026

Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you. https://bit.ly/4fGoNGF

Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can...
07/24/2026

Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can play a key role in supporting your overall financial approach. Let’s review your coverage and make sure it fits your needs. https://bit.ly/4gWeM9e

Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial r...
07/23/2026

Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial roadmap early can help you stay on track while still living for today. Small steps today can make a meaningful difference over time. Get in touch to discuss options that will work best for you. https://bit.ly/4yBPLqd

Avec un parcours financier bien structuré, vous vous assurez que votre patrimoine soutiendra les personnes et les causes...
07/17/2026

Avec un parcours financier bien structuré, vous vous assurez que votre patrimoine soutiendra les personnes et les causes qui vous tiennent à cœur, d’une génération à l’autre.

Ensemble, façonnons un héritage qui reflète votre vision grâce à Un Plan, simplement Sun Life. Communiquez avec nous pour commencer. https://bit.ly/4foCYyH

07/16/2026

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.

Health events can happen without warning — and the costs aren’t always medical. Critical illness insurance can provide f...
07/10/2026

Health events can happen without warning — and the costs aren’t always medical. Critical illness insurance can provide financial support during a serious diagnosis, helping with time off work, travel for care, or everyday expenses so you can focus on recovery. Want to explore if it fits your plan? https://bit.ly/452fbiZ

Saving for your goals shouldn’t mean skipping the fun. Whether you’re planning travel, a wedding, a big experience or yo...
07/09/2026

Saving for your goals shouldn’t mean skipping the fun. Whether you’re planning travel, a wedding, a big experience or your next “chapter,” the right strategy can help you set aside cash intentionally while still staying on track. Let's transform your priorities into a financial roadmap you can commit to. https://bit.ly/4pcHWmk

When your money is spread across different accounts, having one clear plan can help it work better for you over time. If...
07/03/2026

When your money is spread across different accounts, having one clear plan can help it work better for you over time. If you’re managing milestone goals like a home, family, retirement, or what you want to leave behind, it helps when everything connects. Let’s put a strategy together that helps support what you want next. https://bit.ly/3QPs90j

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111/B 7th Avenue South
Cranbrook, BC
V1C2J3

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