FINANCIAL PLANNING

I know Finance is not everyone’s favorite topic of conversation but I cannot understate the importance of learning about the financial systems and tax laws of our country. Many Canadians have difficulty navigating the red tape, regulations, and tax laws put in place by our government. That’s why everyone should take some time to sit down and do some serious research and talk to a financial advisor. I am here to help you navigate the murky waters of financial services so feel free to send me an email or join my newsletter here to keep up to date.

Services Offered By Stephen

Insurance Protection

The most important part of preparing for the future is protecting it. As a Financial services provider, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.

Retirement Income Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a financial services provider, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

Business Strategies

 

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.

Here are some links you may find useful

For Entrepreneur Bookkeeping & Cleanup.

An Edmonton based company specializing in helping small businesses run as efficiently as possible. Holden Entrepreneur Services Ltd. offers an advanced bookkeeping service that includes historical data cleanup, payroll, internal financial reporting, Quickbooks setup/training and more.

Money Make Over

Everyone loves makeovers. So what about one for your money?
A great place to start your Money Makeover is with the 6 Steps to Financial Independence. Let our tips help you create a new you! Click the link below to find out more!

How Money Works?

43% of Americans can’t answer the most basic questions about how money works. Take the short quiz to see how you measure up.

Money Sense

A great resource for Canadians that want to learn more about general financial systems and fundamentals about saving and investing money.

Financial services can be confusing so that’s why I’m here to help! Feel free to contact me with any questions you may have regarding financial services.

Self Serve Options

Home & Auto Quotes

AON Home & Auto

Health & Benefits Quotes

AON Health & Benefits

For my American friends, get in touch with me and I can connect you with one of our licensed associates south of the border.