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Liana Carvalho - Sun Life Financial

Liana Carvalho - Sun Life Financial

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5.0 Google Review
678 Belmont Ave W #304, Kitchener, Ontario, N2M 1N6, Canada
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May 16, 2019
Liana is the best financial advisor I have ever worked with. She is very knowledgeable and truly cares about you as a client and as an individual. She really looks after your best interest and puts your needs into prospective. Her advice and guidance was truly appreciated. I have recommended Liana to all my family members, and they were impress with Liana.

Jun 1, 2018
Liana is a true professional by definition of the word. She takes the time to explain and make sure you understand everything. Not only am I using her services myself, but I also send my clients to her as well. Being a real estate professional, I know I can trust Liana with my clients and be very confident that they will be looked after. Liana continues to go above and beyond expectations. Before I began my real estate career, I didn't really know where to start from a financial planning perspective. After sitting down with her over the course of about 2 meetings, we were able to put together a financial plan so I could focus on real estate full time. I very highly recommend Liana for any and all of your financial planning needs!

May 31, 2018
Liana is by far, the best Financial Advisor around! She is friendly, extremely knowledgeable on all Financial topics and always goes above and beyond to help her clients. She takes the time to explain things in a way that makes sense and is very patient. We trust her 110% with our finances and couldn’t be happier with her service and expertise. VERY highly recommend Liana Carvahlo to anyone in need of Financial services. She’s truly one of a kind! Thank you so much Liana!

Oct 23, 2019
She goes beyond expectations. Liana is so knowledgeable and takes the time to explain every detail so you can make an informed decision. I'm embarrassed to admit that I don't follow economic/market trends and just wanted to put my confidence in her, but she still took the time to explain things so I could understand what I was investing my money in. And she's the one chasing me every year to review my portfolio to make sure I'm satisfied with how things are progressing because that's how much she cares about her clients. She truly does go beyond expectations!!

Mar 22, 2018
Liana is a true professional and she has helped me develop a great financial and insurance plan for my future. Liana’s service is first class and she is great in getting back to people in a timely manner. If you are looking for a great advisor, Liana is the best. Thank you Liana!

INDUSTRY BLOGS

Creating Magic in a Barrel: A Step-by-Step Guide to Crafting Traditional Whiskey

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Hello, whiskey lovers and budding distillers alike! Today, we're taking a fascinating journey into the heart of the distillery to uncover the meticulous step-by-step process of creating...

Smithville Whiskey

Whiskeys of the World: Types and Distinctions

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Whiskey, a beverage enjoyed globally, varies considerably in its characteristics, production methods, and styles. Different countries and regions have their unique whiskey styles...

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Female Bootleggers of Prohibition: Stories of Defiance

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Prohibition, the legal enforcement banning alcohol sale and consumption in the United States from 1920 to 1933, was a unique period that saw a rise in illegal activities designed...

Smithville Whiskey

Carrie Nation: A Crucial Catalyst of the Temperance Movement

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Carrie Nation, born Carrie Amelia Moore on November 25, 1846, in Garrard County, Kentucky, was a formidable figure in the American Temperance Movement, known for her audacious...

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The Science of H2O: Why Water Matters in Whisky Production

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Water, water everywhere, but not a drop to drink? Not so in whisky production! Here's a playful dive into the scientific significance of water in crafting the spirit we all adore....

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The Evolution of Whisky: 18th Century Methods vs. Modern Mastery

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Whisky lovers, we've got a treat for you today! We're going on a time-traveling adventure to compare whisky production methods between the 18th century and today. Understanding...

Smithville Whiskey

The Earliest Instances of Whiskey in World History

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The history of whiskey, or whisky as it's spelled in some countries, is long and somewhat shrouded in time. While the exact origins of whiskey are unclear, we can trace its ancestry...

Smithville Whiskey

Single Malt vs. Blended Whiskey: A Comprehensive Guide

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Whether you are a whiskey connoisseur or a casual enthusiast, understanding the nuanced world of whiskey can be a delightful pursuit. Two terms that often spark curiosity are...

Smithville Whiskey


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