
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
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articlesScript: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.

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
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