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
Learn more
Business owners general
Helping business owners take control of their finances one step at a time.
High net worth and affluent
Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.
Incorporated professionals
Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.
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
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, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Every parent knows the drill… tossing granola bars, yogurt tubes, maybe the occasional “surprise treat” into lunchboxes day after day. It doesn’t feel like much at the moment, but over time, it becomes part of the routine.
RESP contributions can work the same way. When you build it into your routine (just another step in the monthly rhythm) it stops feeling like “one more thing” and starts quietly building a future for your kids.
And bonus: the government will match up to 20% of the first $2,500 invested, annually. Not a bad, right? 😉
So while you’re quietly building routines, both in the kitchen and financially, we need to know: what’s your go-to lunchbox staple?
#FamilyFinance #FinancialPlanning #MoneyMatters #FinancialWellness #SmartMoneyMoves #FinancialFreedom #MoneyManagement #InvestInYourFuture #FinancialGoals
RESP contributions can work the same way. When you build it into your routine (just another step in the monthly rhythm) it stops feeling like “one more thing” and starts quietly building a future for your kids.
And bonus: the government will match up to 20% of the first $2,500 invested, annually. Not a bad, right? 😉
So while you’re quietly building routines, both in the kitchen and financially, we need to know: what’s your go-to lunchbox staple?
#FamilyFinance #FinancialPlanning #MoneyMatters #FinancialWellness #SmartMoneyMoves #FinancialFreedom #MoneyManagement #InvestInYourFuture #FinancialGoals
Every parent knows the drill… tossing granola bars, yogurt tubes, maybe the occasional “surprise treat” into lunchboxes day after day. It doesn’t feel like much at the moment, but over time, it becomes part of the routine.
RESP contributions can work the same way. When you build it into your routine (just another step in the monthly rhythm) it stops feeling like “one more thing” and starts quietly building a future for your kids.
And bonus: the government will match up to 20% of the first $2,500 invested, annually. Not a bad, right? 😉
So while you’re quietly building routines, both in the kitchen and financially, we need to know: what’s your go-to lunchbox staple?
#FamilyFinance #FinancialPlanning #MoneyMatters #FinancialWellness #SmartMoneyMoves #FinancialFreedom #MoneyManagement #InvestInYourFuture #FinancialGoals
RESP contributions can work the same way. When you build it into your routine (just another step in the monthly rhythm) it stops feeling like “one more thing” and starts quietly building a future for your kids.
And bonus: the government will match up to 20% of the first $2,500 invested, annually. Not a bad, right? 😉
So while you’re quietly building routines, both in the kitchen and financially, we need to know: what’s your go-to lunchbox staple?
#FamilyFinance #FinancialPlanning #MoneyMatters #FinancialWellness #SmartMoneyMoves #FinancialFreedom #MoneyManagement #InvestInYourFuture #FinancialGoals
Ever wonder what a 10-year delay in saving for retirement could cost you? 👀
We ran the numbers using an RRSP calculator, and the difference is HUGE.
If you’re curious about how starting earlier (even with smaller amounts) can set you up for a way more comfortable retirement, this one’s for you.
#RetirementPlanning #RetirementGoals #FinancialFreedom #RetirementIncome #RetirementSavings #RetirementReady #SmartRetirement #FuturePlanning #RetirementStrategy #FinancialIndependence #WealthManagement
We ran the numbers using an RRSP calculator, and the difference is HUGE.
If you’re curious about how starting earlier (even with smaller amounts) can set you up for a way more comfortable retirement, this one’s for you.
#RetirementPlanning #RetirementGoals #FinancialFreedom #RetirementIncome #RetirementSavings #RetirementReady #SmartRetirement #FuturePlanning #RetirementStrategy #FinancialIndependence #WealthManagement
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Your kid’s don’t become hockey players after one practice… but you already knew that. ⚡ It’s the years of showing up, investing in the gear (again and again 🙃), and putting in the time that eventually leads to building the skills.
Saving for your kids’ education works the same way. One deposit into an RESP won’t cover tuition, but those consistent contributions? They add up big over time. Especially since the government is playing on your team and matching you up to 20%. 😉
The earlier you start, the more time those savings have to grow.
So if education is part of your family’s game plan, the best move is to start now. 🏒
👉 Are you set up with an RESP yet?
#CanadianParents #CanadaRESP #InvestInYourKids #EducationSavingsPlan #FinancialPlanningCanada #EducationFundCanada #RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
Saving for your kids’ education works the same way. One deposit into an RESP won’t cover tuition, but those consistent contributions? They add up big over time. Especially since the government is playing on your team and matching you up to 20%. 😉
The earlier you start, the more time those savings have to grow.
So if education is part of your family’s game plan, the best move is to start now. 🏒
👉 Are you set up with an RESP yet?
#CanadianParents #CanadaRESP #InvestInYourKids #EducationSavingsPlan #FinancialPlanningCanada #EducationFundCanada #RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
Your kid’s don’t become hockey players after one practice… but you already knew that. ⚡ It’s the years of showing up, investing in the gear (again and again 🙃), and putting in the time that eventually leads to building the skills.
Saving for your kids’ education works the same way. One deposit into an RESP won’t cover tuition, but those consistent contributions? They add up big over time. Especially since the government is playing on your team and matching you up to 20%. 😉
The earlier you start, the more time those savings have to grow.
So if education is part of your family’s game plan, the best move is to start now. 🏒
👉 Are you set up with an RESP yet?
#CanadianParents #CanadaRESP #InvestInYourKids #EducationSavingsPlan #FinancialPlanningCanada #EducationFundCanada #RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
Saving for your kids’ education works the same way. One deposit into an RESP won’t cover tuition, but those consistent contributions? They add up big over time. Especially since the government is playing on your team and matching you up to 20%. 😉
The earlier you start, the more time those savings have to grow.
So if education is part of your family’s game plan, the best move is to start now. 🏒
👉 Are you set up with an RESP yet?
#CanadianParents #CanadaRESP #InvestInYourKids #EducationSavingsPlan #FinancialPlanningCanada #EducationFundCanada #RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals