Chantelle Broughton

Working with busy professionals to maximize wealth

Lets take a holistic approach to grow and protect your personal and corporate wealth.

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.

View more options

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.

Learn more

Stay informed

See more articles

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.

Read article

Do you need life insurance if you’re wealthy?

Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....

Read article

I would certainly appreciate you taking the time to leave a 5 star review!
Thank you in advance. https://g.page/r/CRvKqrwJULVkEAI/review

See more articles

Office information

Lethbridge, AB

Phone:

(403) 388-4444 x4

Email:

chantelle.broughton@sunlife.com

Address:

#204, 515 7 Street South,, Lethbridge, AB, T1J 2G8 Canada

Office hours:

Monday: 8:30 a.m. - 4:30 p.m.

Tuesday:8:30 a.m. - 4:30 p.m.

Wednesday: 8:30 a.m. - 4:30 p.m.

Thursday: 8:30 a.m. - 4:30 p.m.

Friday: 8:30 a.m. - 2:30 p.m.

Saturday, Sunday, and all Statutory Holidays: Closed

Let’s connect

All fields below are required unless labeled optional.

First Name

Last Name

Preferred Contact Method

Email

Phone

Email Address

Phone Number

Optional

Optionnel

Message

0 of sur 500

Optional

Optionnel

Yes I’d like to receive emails from Sun Life and this advisor. I understand I can unsubscribe at any time.

By providing your contact information you agree to send your information to Sun Life Canada who agrees to use it according to their privacy policy and that Sun Life can contact you from time to time by phone, email, text and regular mail. You can unsubscribe at any time. To find out more about our privacy practices, visit privacy.