Espo Financial Strategies Inc.
Job title: Financial Planner, Sun Life, CFP®, PFP
Languages spoken: English
Area(s) served: Edmonton, Cold Lake, Bonnyville, and surrounding areas
How I can help
With years of financial planning experience in the financial services industry, I am ready to help you take the next step in your journey. Let’s assess your current situation as well as your future plans. Together, we’ll create a personalized plan that will help you feel confident in your future. Regardless of your unique situation, I can help. Contact me today to get started!
Let's work together to secure your prosperous future today!
As a CERTIFIED FINANCIAL PLANNER®, I focus on providing personalized financial guidance tailored to your unique needs. Whether you're an individual, couple, family, professional or business owner looking to save for retirement, buy a home, fund education, create a retirement income, succession plan or simply build wealth, I'm here to support you every step of the way.
I believe that financial planning should be a collaborative and empowering experience. My aim is to provide you with the knowledge and tools you need to make informed financial decisions and achieve financial success.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.