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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A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.
Fall is an ideal time to revisit your goals.
Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://advisor.sunlife.ca/carly.espetveidt/
A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.
Fall is an ideal time to revisit your goals.
Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://advisor.sunlife.ca/carly.espetveidt/
They're tools that can help support retirement, education funding, travel plans, estate goals and more.
A clear strategy starts with understanding what you're investing for in the first place.
Let's connect and discuss how your investments align with your priorities.
They're tools that can help support retirement, education funding, travel plans, estate goals and more.
A clear strategy starts with understanding what you're investing for in the first place.
Let's connect and discuss how your investments align with your priorities.
Book a retirement roadmap session, and let's see where you stand.
Book a retirement roadmap session, and let's see where you stand.