Espo Financial Strategies Inc.

With Espo Financial Strategies

We will work together towards your financial goals while helping protect what matters most to you.

Let’s connect

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!

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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 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

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.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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.

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Stay informed

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Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.

Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/

Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.

#RetirementPlanning #FinancialFuture #SunLifeOnePlan

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

#SunLifeOnePlan #FinancialSecurity

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Office information

Edmonton, AB

Phone:

(780) 424-8171 x2238

Email:

carly.espetveidt@sunlife.com

Cell:

780-937-3767

Address:

10303 Jasper Avenue, Suite 2928, Edmonton, AB, T5J 3N6 Canada

Let’s connect

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