Espo Financial Strategies Inc.
Job title: Financial Planner, Sun Life
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
Business owners
Health insurance products
Life insurance products
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When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.
No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇
When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.
No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇
Let's connect and start planning today. https://advisor.sunlife.ca/carly.espetveidt/
Let's connect and start planning today. https://advisor.sunlife.ca/carly.espetveidt/
What matters most to you in retirement? Tell us in the comments. We're here to listen. 👇
What matters most to you in retirement? Tell us in the comments. We're here to listen. 👇