Aaron Berard
As a advisor and the founder of Prep Financial Solutions Inc., I focus on helping Clients with their financial planning goals. As a CERTIFIED FINANCIAL PLANNER® (CFP®) I help guide Clients through the different layers that make up a financial plan. From retirement planning for individuals and businesses, wealth-building strategies, insurance protection and employee benefits options. I'm dedicated to ensuring Clients receive holistic, forward-thinking solutions.
Outside of work, I love spending time with my wife Noelle and our three children. Together we find great joy in exploring God's creation. From camping to hiking and snowboarding in the mountains it is a blessing to witness the beauty of his creation and to grow closer as a family in the process.
Prep Financial Solutions Inc.
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Job Title: Financial Planner, Sun Life
Languages spoken: English
Phone: (780) 915-6878
Email: aaron.berard@sunlife.com
Address: 312 - 14925 111 Ave. NW, , Edmonton, AB, T5M 2P6 Canada
Aaron Berard
Job Title: Financial Planner, Sun Life, CFP®, CHS™
Phone: (780) 442-0749
Email: aaron.berard@sunlife.com
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