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
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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Did you know, when saving for your kids’ education, you can open either an individual or family RESP?
👶 Individual RESP: One child/beneficiary per account. 👨 👩 👧 👦 Family RESP: Multiple kids/beneficiaries under one plan, giving you flexibility to move funds where they’re needed most.
If one child chooses not to attend post-secondary or earns a full scholarship, you can redirect the funds to another child, ensuring your hard-earned savings (and the government grants!) don’t go to waste.
💡 It’s a smart, flexible option for families planning ahead.
👉 Want to know which plan is right for your family? Let’s chat!
#RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
👶 Individual RESP: One child/beneficiary per account. 👨 👩 👧 👦 Family RESP: Multiple kids/beneficiaries under one plan, giving you flexibility to move funds where they’re needed most.
If one child chooses not to attend post-secondary or earns a full scholarship, you can redirect the funds to another child, ensuring your hard-earned savings (and the government grants!) don’t go to waste.
💡 It’s a smart, flexible option for families planning ahead.
👉 Want to know which plan is right for your family? Let’s chat!
#RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
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If you know us, you know we love finding ways to make life a little easier (and fun) while still planning for the future. That’s exactly why we’ve both set up regular contributions to our kids’ RESPs.
We’re talking about auto-deposits, topping up on birthdays, even having grandparents gift money through RESP’s instead of the usual presents at Christmas or birthdays. It’s become a little family tradition, and honestly, it feels really good knowing we’re building their future while keeping the holiday chaos a little simpler. 🎁💛
Just a friendly reminder: the RESP contribution deadline is December 31st, but to make sure everything is processed in time, please make sure you call our office and submit everything by December 18th.
How do you make saving for the future fun in your family?
#RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
We’re talking about auto-deposits, topping up on birthdays, even having grandparents gift money through RESP’s instead of the usual presents at Christmas or birthdays. It’s become a little family tradition, and honestly, it feels really good knowing we’re building their future while keeping the holiday chaos a little simpler. 🎁💛
Just a friendly reminder: the RESP contribution deadline is December 31st, but to make sure everything is processed in time, please make sure you call our office and submit everything by December 18th.
How do you make saving for the future fun in your family?
#RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
If you know us, you know we love finding ways to make life a little easier (and fun) while still planning for the future. That’s exactly why we’ve both set up regular contributions to our kids’ RESPs.
We’re talking about auto-deposits, topping up on birthdays, even having grandparents gift money through RESP’s instead of the usual presents at Christmas or birthdays. It’s become a little family tradition, and honestly, it feels really good knowing we’re building their future while keeping the holiday chaos a little simpler. 🎁💛
Just a friendly reminder: the RESP contribution deadline is December 31st, but to make sure everything is processed in time, please make sure you call our office and submit everything by December 18th.
How do you make saving for the future fun in your family?
#RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
We’re talking about auto-deposits, topping up on birthdays, even having grandparents gift money through RESP’s instead of the usual presents at Christmas or birthdays. It’s become a little family tradition, and honestly, it feels really good knowing we’re building their future while keeping the holiday chaos a little simpler. 🎁💛
Just a friendly reminder: the RESP contribution deadline is December 31st, but to make sure everything is processed in time, please make sure you call our office and submit everything by December 18th.
How do you make saving for the future fun in your family?
#RESP #EducationSavings #SaveForSchool #FutureEducation #ChildEducationFund #InvestInEducation #EducationPlanning #RESPContributions #KidsEducation #EducationGoals
Imagine walking into retirement with a source of income that’s 100% tax-free. Sounds dreamy, right?
The truth is, having a tax-free income stream is one of the most powerful tools you can set up for your future. Every dollar you DON’T have to hand over in taxes is a dollar you can spend on making memories, enjoying peace of mind, or just living retirement your way.
The real magic happens when you’ve got a balanced mix of tax-free + taxable sources working together to give you a well-rounded, protected retirement plan.
Want to explore how tax-free income could fit into your retirement strategy? Let’s chat about your options.
#TaxFreeRetirement #RetirementIncome #SmartRetirement #RetirementReady #WealthPlanning #RetirementSavings #RetirementGoals #FinancialFreedom #MoneySmarts #RetirementDreams #InvestSmart #FinancialAdvisor #PlanForRetirement #MoneyMatters #FuturePlanning #FinancialWellness #RetireHappy #MoneyTips #WealthMindset #RetirementPlanning
The truth is, having a tax-free income stream is one of the most powerful tools you can set up for your future. Every dollar you DON’T have to hand over in taxes is a dollar you can spend on making memories, enjoying peace of mind, or just living retirement your way.
The real magic happens when you’ve got a balanced mix of tax-free + taxable sources working together to give you a well-rounded, protected retirement plan.
Want to explore how tax-free income could fit into your retirement strategy? Let’s chat about your options.
#TaxFreeRetirement #RetirementIncome #SmartRetirement #RetirementReady #WealthPlanning #RetirementSavings #RetirementGoals #FinancialFreedom #MoneySmarts #RetirementDreams #InvestSmart #FinancialAdvisor #PlanForRetirement #MoneyMatters #FuturePlanning #FinancialWellness #RetireHappy #MoneyTips #WealthMindset #RetirementPlanning
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