Brendan Roberts
Job title: Advisor, QAFP®
Area(s) served: Alberta
How we can help
With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Let’s assess your current situation as well as your future goals. Together, we’ll create a strong roadmap that will allow you to feel confident in your future. Regardless of your unique situation, we can help. Contact our office to get started.
Helping Albertans reach their financial goals
Are you ready to get on the path to reaching your goals? I know you’re working hard to live your dream life. I’m here to help your hard work pay off. Let’s work together to create a plan that protects your family or business while staying on track to reach the lifestyle you’ve always wanted. Whether you are a family, business owner or pre-retiree, I can help.
Fully understanding what makes you unique is important. That’s why I take the time to get to know you, your needs and your goals. From there, I can make a custom plan that helps you reach your goals while protecting what matters most.
My two offices are located in Bonnyville and Cold Lake, Alberta. I’m happy to offer in-person appointments for Clients located nearby and also offer virtual appointments for Clients throughout Alberta. Contact my office to book your appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
*Certain terms and conditions apply.
*Certain terms and conditions apply.