Deon Messam
Job title: Financial Planner, Sun Life, CFP®
Area(s) served: Alberta and British Columbia
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.
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
Health insurance products
Life insurance products
Saving, budgeting and investing
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Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.