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
Health insurance products
Life insurance products
Saving, budgeting and investing
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When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.
No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/chad.richardson