Deon Messam

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

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.

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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.

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 and budgeting

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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It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals

Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability

Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances

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Office information

Calgary, Alberta

Phone:

(403) 652-2108

Email:

deon.messam@sunlife.com

Address:

945, 903 - 8 Avenue South West,, Calgary, AB, T2P 0P7 Canada

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