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
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
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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That means we’re not just crunching numbers over here, we’re making sure your money is working FOR you. Here’s how:
💰 We create a plan for the cash sitting in your business so it’s not just collecting dust — it’s fueling your growth.
🚨 We implement smart tax strategies so you’re keeping more of your hard-earned money (because let’s be real, no one likes to pay too much tax).
👥 We set up RRSP contribution plans for your employees because great perks = happy, loyal team members who stick around.
And that’s just the beginning. Let’s make your money work smarter — because you didn’t build your business just to hand your profits over in taxes. 😉
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
That means we’re not just crunching numbers over here, we’re making sure your money is working FOR you. Here’s how:
💰 We create a plan for the cash sitting in your business so it’s not just collecting dust — it’s fueling your growth.
🚨 We implement smart tax strategies so you’re keeping more of your hard-earned money (because let’s be real, no one likes to pay too much tax).
👥 We set up RRSP contribution plans for your employees because great perks = happy, loyal team members who stick around.
And that’s just the beginning. Let’s make your money work smarter — because you didn’t build your business just to hand your profits over in taxes. 😉
#personalfinance #wealthmanagement #investmenttips #financegoals #financialliteracy #lethbridgefinance #yqlbusiness #lethbridgemoneymatters
The four Trump policies most likely to impact economic growth
Markets are reacting, however it is important to keep your eye on your long term goals rather than daily fluctuations.
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
From the moment we started working together, it was very clear that his integrity and dedication to helping others were always the priority.
It has been an honor to work along side you, Brent, for 8 years. Your experience and mentorship are irreplaceable, and I am deeply grateful for everything you’ve shared with me.
🥂 Here’s to your retirement—you’ve earned it a hundred times over. May it be filled with years of happiness, love, and adventure.
To Brent's clients, your trust and loyalty over the years have been the foundation of our success. I look forward to continuing the relationships you’ve built and working together for many years to come. Please know that your partnership is something we value deeply, and it’s an honor to carry forward the legacy you and Brent have built.
From the moment we started working together, it was very clear that his integrity and dedication to helping others were always the priority.
It has been an honor to work along side you, Brent, for 8 years. Your experience and mentorship are irreplaceable, and I am deeply grateful for everything you’ve shared with me.
🥂 Here’s to your retirement—you’ve earned it a hundred times over. May it be filled with years of happiness, love, and adventure.
To Brent's clients, your trust and loyalty over the years have been the foundation of our success. I look forward to continuing the relationships you’ve built and working together for many years to come. Please know that your partnership is something we value deeply, and it’s an honor to carry forward the legacy you and Brent have built.