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
Stay informed
See more articles1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.