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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Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.

Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.

#SunLifeOnePlan #Insurance #YourWealth

Making a lot of money is one thing, but ensuring it lasts a lifetime is another.

It’s important to think about investing and insurance in a holistic way to help your money go further.

Let’s chat.

Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last

Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.

#RetirementPlanning #FinancialSecurity #SunLifeOnePlan

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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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