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.
Affluent and legacy driven
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
All accounts, plans and products
As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.
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Chris and I (Chantelle) both own businesses, so trust me… I get what it’s like. The long hours, the problem-solving, the ‘this is amazing!’ moments, and the ‘why did I sign up for this?’ ones. We’ve all been there, am I right?
It’s why I’m so passionate about working with business owners. I know how much heart, hustle, and risk goes into building something of your own. I also know that smart financial planning can make ALL the difference in protecting what you’ve built.
Whether it’s corporate life insurance, estate planning, or tax-efficient strategies, I’m here to help you set up a plan that works just as hard as you do.
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
It’s why I’m so passionate about working with business owners. I know how much heart, hustle, and risk goes into building something of your own. I also know that smart financial planning can make ALL the difference in protecting what you’ve built.
Whether it’s corporate life insurance, estate planning, or tax-efficient strategies, I’m here to help you set up a plan that works just as hard as you do.
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
Chris and I (Chantelle) both own businesses, so trust me… I get what it’s like. The long hours, the problem-solving, the ‘this is amazing!’ moments, and the ‘why did I sign up for this?’ ones. We’ve all been there, am I right?
It’s why I’m so passionate about working with business owners. I know how much heart, hustle, and risk goes into building something of your own. I also know that smart financial planning can make ALL the difference in protecting what you’ve built.
Whether it’s corporate life insurance, estate planning, or tax-efficient strategies, I’m here to help you set up a plan that works just as hard as you do.
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
It’s why I’m so passionate about working with business owners. I know how much heart, hustle, and risk goes into building something of your own. I also know that smart financial planning can make ALL the difference in protecting what you’ve built.
Whether it’s corporate life insurance, estate planning, or tax-efficient strategies, I’m here to help you set up a plan that works just as hard as you do.
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
What’s equal isn’t always fair… What’s fair isn’t always equal, and… What’s equal isn’t always equitable.
If you're passing the family farm or business to one child, how do you ensure the others still receive a meaningful inheritance without forcing a land sale, taking on debt, or creating family conflict?
The answer is life insurance.
It’s one of the most powerful (and overlooked) estate planning tools out there. Not only is it the most equitable way to transfer wealth and preserve your legacy, it’s also a great way of ensuring all your kids feel seen, valued, and provided for.
Our most successful clients (especially farm and business families) are already doing this. The best part is? It’s working!
Let’s make sure your estate plan does what you actually want it to do. Head to the link in my bio to book a meeting.
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
If you're passing the family farm or business to one child, how do you ensure the others still receive a meaningful inheritance without forcing a land sale, taking on debt, or creating family conflict?
The answer is life insurance.
It’s one of the most powerful (and overlooked) estate planning tools out there. Not only is it the most equitable way to transfer wealth and preserve your legacy, it’s also a great way of ensuring all your kids feel seen, valued, and provided for.
Our most successful clients (especially farm and business families) are already doing this. The best part is? It’s working!
Let’s make sure your estate plan does what you actually want it to do. Head to the link in my bio to book a meeting.
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
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As a military kid, moving around was just part of life. My family bounced from place to place, and when I, Amanda, landed in Alberta back in 2005, I figured I’d be here for a year or two. Fast forward 19 years, and here we are: two kids, a career I love, and no plans to leave. Funny how life works out.
Maybe that’s why I love working with families — because I know how unpredictable life can be. It’s also why I believe in making sure families have a solid financial foundation.
Term life insurance, mortgage protection, income replacement… it’s not the ‘fun’ side of finances, but it’s the part that makes sure your family is covered, no matter what happens.
On a more personal note though, anyone else grow up with a parent in the military?
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
Maybe that’s why I love working with families — because I know how unpredictable life can be. It’s also why I believe in making sure families have a solid financial foundation.
Term life insurance, mortgage protection, income replacement… it’s not the ‘fun’ side of finances, but it’s the part that makes sure your family is covered, no matter what happens.
On a more personal note though, anyone else grow up with a parent in the military?
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
As a military kid, moving around was just part of life. My family bounced from place to place, and when I, Amanda, landed in Alberta back in 2005, I figured I’d be here for a year or two. Fast forward 19 years, and here we are: two kids, a career I love, and no plans to leave. Funny how life works out.
Maybe that’s why I love working with families — because I know how unpredictable life can be. It’s also why I believe in making sure families have a solid financial foundation.
Term life insurance, mortgage protection, income replacement… it’s not the ‘fun’ side of finances, but it’s the part that makes sure your family is covered, no matter what happens.
On a more personal note though, anyone else grow up with a parent in the military?
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
Maybe that’s why I love working with families — because I know how unpredictable life can be. It’s also why I believe in making sure families have a solid financial foundation.
Term life insurance, mortgage protection, income replacement… it’s not the ‘fun’ side of finances, but it’s the part that makes sure your family is covered, no matter what happens.
On a more personal note though, anyone else grow up with a parent in the military?
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters