Deon Messam
Job title: Financial Planner, Sun Life, CFP®
Area(s) served: Alberta, British Columbia and Ontario
Let’s secure your legacy
Throughout your life, you’ve worked hard to build your legacy. Now, let’s make sure it’s protected. Together, we can create a strategy that you can feel confident in – even after you’re gone. Reach out to get started.
Who we service
Learn more
Business owners
High net worth and affluent
Incorporated professionals
Helping you live life confidently
Our goal is to help you live your life confidently by taking the guesswork out of actions required to help attain financial wellness. Our personalized planning approach is exceptional value for business owners and professional Clientele. We focus on strategies to enhance their financial well-being.
Our team operates on the premise that no plan is complete until each of the following areas are explored and fully aligns with what is important to Clients:
- investment planning,
- risk management,
- retirement planning, and
- estate and tax planning.
Your finances are important, so when you have questions, we are a phone call or an email away to address your questions or concerns. We offer guidance on financial topics that empowers you to make informed decisions.
Our office is located in downtown Calgary, Alberta. In-person and virtual appointments options are available to Clients throughout Alberta and British Columbia.
Contact us to book your first appointment.
Products and services
Business owners
Health insurance products
Saving, budgeting and investing
Stay informed
See more articles
What’s the difference between critical illness insurance and life insurance?
Many people understand the importance of life insurance. Fewer understand how critical illness insurance can help support them while they're still here.
Life insurance can help protect the people you love if you're no longer there to provide for them. Critical illness insurance may help provide financial support if you're diagnosed with a covered condition and need time to focus on recovery.
Understanding the difference is an important step toward building a more complete protection strategy.
Learn more about how life insurance and critical illness insurance compare and reach out if you'd like to discuss what makes sense for your situation.
https://www.sunlife.ca/en/health/critical-illness-insurance/critical-illness-insurance-vs-life-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
A financial roadmap isn't about chasing wealth for the sake of it. It's about giving yourself the confidence to focus on what matters most today while preparing for tomorrow.
Some of life's best moments aren't things you buy. They're moments you're fully present for.
Let's start building your financial roadmap together.
A financial roadmap isn't about chasing wealth for the sake of it. It's about giving yourself the confidence to focus on what matters most today while preparing for tomorrow.
Some of life's best moments aren't things you buy. They're moments you're fully present for.
Let's start building your financial roadmap together.
But preserving what you've grown and ensuring it benefits future generations often requires a different conversation.
From tax-efficient strategies and retirement considerations to protecting assets and creating a legacy, the choices you make today can influence what your wealth can accomplish tomorrow.
Let's connect to discuss your goals. https://advisor.sunlife.ca/deon.messam/
But preserving what you've grown and ensuring it benefits future generations often requires a different conversation.
From tax-efficient strategies and retirement considerations to protecting assets and creating a legacy, the choices you make today can influence what your wealth can accomplish tomorrow.
Let's connect to discuss your goals. https://advisor.sunlife.ca/deon.messam/