Espo Financial Strategies Inc.
We believe it’s never too late to start planning for tomorrow. We know that even the smallest of steps can make a big difference. We’re here to help. From personal financial planning and investment advice to helping ensure the health and security of businesses and their owners, we’re the team you can count on.
Your goals are our goals. Why? Because when you win, we win. It’s that simple. You getting ahead, realizing your goals, achieving financial security and freedom is our incentive to always go the extra mile.
What does that mean for you? It means we’ll never recommend something that you don’t need and/or can’t use. It means making sure the advice, support and investment options that we give you are what you need to reach your goals.
Espo Financial Strategies Inc.
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!
Job Title: Financial Planner, Sun Life, CFP®, PFP
Languages spoken: English
Phone: (780) 424-8171 x2238
Email: carly.espetveidt@sunlife.com
Address: 10303 Jasper Avenue, Suite 2928, Edmonton, AB, T5J 3N6 Canada
Taylor Espetveidt
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.