Espo Financial Strategies Inc.

Job title: Financial Planner, Sun Life, CFP®, PFP

Area(s) served: Edmonton and surrounding areas

Trustworthy advice you can count on

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.
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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 looking to save for retirement to save for retirement, buy a home, fund education, create a retirement income 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

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 products

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 products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

See more articles
Canada's economy grows more than expected

Canada's economy grows more than expected

Small boost to GDP unlikely to stop Bank of Canada from cutting interest rate in September, economist says
Canada wants to be in the top 10 global tourism destinations — but it's struggling to get there | CBC News

Canada wants to be in the top 10 global tourism destinations — but it's struggling to get there | CBC News

1.9M Canadian jobs depend on tourism
According to government statistics, the tourism sector supported 1.9 million jobs across Canada, in every region of the country.
Tax rules for retirees turning 65 or 71

Tax rules for retirees turning 65 or 71

Access helpful resources on financial knowledge developed by professionals in the industry.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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