Gatekeeper Financial Services Inc.

We're here for your priorities, not ours.

Gatekeeper Financial Services Inc.

Job title: CERTIFIED FINANCIAL PLANNER®

Languages spoken: English

Area(s) served: Alberta, British Columbia, Saskatchewan, Manitoba, & Ontario

Retiring your way

It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.

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Who we service

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Families

Helping families protect what matters most and work towards a secure financial future for each family member.

Incorporated professionals

Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.

Pre-retirees and retirees

Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.

Let's work together

For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.

We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:

Developing an approach that include RRSPs, TFSAs, or RESPs,
Growing your investments through GICs, mutual funds or segregated funds,
Protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
Providing you with options for personal health, disability insurance or critical illness insurance.

You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.

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.

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Stay informed

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Five Mistakes to Avoid in Your First Year of Retirement

Retirement brings the freedom to choose how to spend your money and time, however, choices made in the initial rush of excitement could create problems in future. This article was created in the USA, so where you see "social security", in Canada, there are two main public pension programs: CPP & OAS (eligibility varies for both).

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As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

September is Life Insurance Awareness Month — a great time to understand how the right coverage can support the people who depend on you.

Whether you’re just getting started or reviewing an existing plan, clarity matters. Let’s connect to explore options that fit your needs. https://advisor.sunlife.ca/david.yetman/

#LifeInsurance #LifeInsuranceAwarenessMonth

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Office information

Calgary, AB

Phone:

(587) 358-1444

Email:

david.yetman@sunlife.com

Fax:

403-262-6609

Address:

5920 1A Street SW, Suite 505, Calgary, AB, T2H 0G3 Canada

Office hours:

Monday to Thursday: 9:15 AM to 4:30 PM*

Fridays: 9:15 AM to 2:00 PM*

*Alternative hours available by request

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