Deon Messam

Job title: Financial Planner, Sun Life, CFP®

Area(s) served: Alberta and British Columbia

Let’s secure your legacy

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Who we service

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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.

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

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.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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.

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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