Brendan Roberts
Job title: Advisor, CHS™, QAFP®
Area(s) served: Alberta
Trustworthy advice you can count on
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
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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