Chad Richardson
Job title: Advisor
Languages spoken: English
Area(s) served: Steinbach, Manitoba
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Let's work together
Our team is here for you, your family and your business. We want to help you reach your financial goals while protecting you from the unexpected. The service we give is from the heart with an honest opinion.
Our office is in Steinbach, Manitoba. We’re happy to offer one-on-one sit down appointments with Clients. We also offer virtual meetings for Clients across the province and in Alberta. We offer our services in either English or German.
Contact our office if you’re ready to get started.
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.
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.
Registered savings plans
Registered savings plans provide Canadians with a tax advantaged account to save for their education, retirement or another long-term goal.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
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*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
💰 Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.
Questions? Let's chat about your financial goals!
#TFSA #FinancialGoals
💰 Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.
Questions? Let's chat about your financial goals!
#TFSA #FinancialGoals
Five financial goals to achieve this year
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.