Chantelle Broughton
Job title: CERTIFIED FINANCIAL PLANNER®, CEA, CFP®, RRC®
Area(s) served: British Columbia, Alberta, Saskatchewan, 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.
Who we service
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Business owners general
High net worth and affluent
Incorporated professionals
Financial planning for busy professionals
Are you a busy professional ready to take action to maximize your personal and corporate wealth? Money impacts many aspects of your life. My team and I take a holistic approach to grow and protect your wealth. We’ll work together to try to make your money improve your life rather than hinder it. We’ll create a custom financial plan that takes into consideration your needs and goals. We take complex info and explain it in simple ways so you can understand your plan.
We’re located in Lethbridge, Alberta. We offer in-person appointments for Clients who live in the area. We also are happy to offer virtual appointments for Clients across the provinces of Alberta, Saskatchewan, Manitoba, and British Columbia. Contact us to book your appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles
10 tips for healthy eating on a budget
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.