Espo Financial Strategies Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Espo Financial Strategies Inc.

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

Area(s) served: Edmonton and surrounding areas

Retiring your way

It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.

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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

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It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals

Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability

Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances

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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

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