Tusk Financial Services Inc.
Job title: Financial Planner, Sun Life
Your Goals. Our Guidance. Your Future.
At Tusk Financial Services, we embrace today to build a stronger tomorrow. Our energetic team will take you on a journey to help ensure your financial goals are met. We incorporate leading technology and comprehensive retirement, investment and insurance planning tools to help us along the way.
The “Tusk” in our name has a two-part meaning and comes from the love Des and his wife Sarah share of elephants. From early childhood, Des was always fond of elephants and in 2013 got to visit an elephant sanctuary in Thailand while volunteering with Habitat for Humanity Global Village. Shortly after Des met Sarah, she sponsored an elephant as a birthday gift and before long the name Tusk Financial was born. Elephant tusks are known for two purposes; to protect from their prey and to forage for food to grow stronger. At Tusk Financial we look to protect you and your family using insurance strategies while building value for you with our investment products. Whether you are just starting a family, running a successful business, transitioning within your career or planning for retirement, we can help you achieve your financial goals.
As the world becomes automated, individuals bear a greater share of the risk associated with their financial decisions. Our priority is to educate you while we help you plan for a financially secure retirement. We want to help ensure you leave your family financially prepared if you pass prematurely. We work closely with Clients across Alberta, British Columbia and Nova Scotia to set ambitious financial goals and then help accomplish them together.
The Tusk Financial Process: Simple, Clear, Concise
We know that working with an advisor can feel overwhelming, but we’re here to make it easy and stress-free. Here’s what you can expect when you work with us at Tusk Financial Services Inc.:
Step 1: Understanding you
We start with a conversation—no sales pitch, just a chance to learn about you. We’ll discuss:
✔️ Your current financial situation
✔️ Your life goals - both short and long-term
✔️ Any concerns or questions you have
This step is all about listening. We want to understand your priorities before making any recommendations.
Step 2: Creating your personalized financial roadmap
After learning about your goals, we build a customized roadmap tailored to your unique situation. This may include:
✔️ Investment strategies to help grow your wealth
✔️ Risk protection with insurance solutions
✔️ Tax-efficient strategies to keep more money in your pocket
✔️ Retirement planning to help secure your future
We take a creative, out-of-the-box approach to find solutions that fit your life—not a one-size-fits-all template.
Step 3: Walking you through your plan
Once we’ve developed your financial strategy, we’ll sit down and explain everything in simple terms to provide a clear breakdown of your options.
✔️ You’ll know exactly what’s in your plan and why.
✔️ We’ll answer all your questions and make adjustments based on your feedback.
✔️ You make the final decision on what steps to take.
Step 4: Putting the roadmap into action
Once you’re confident in your strategy, we help you put it into motion. This could include:
✔️ Setting up investments and accounts
✔️ Implementing tax and insurance strategies
✔️ Adjusting plans as your life evolves
You remain in control every step of the way, and we guide you through the process to help ensure everything runs smoothly.
Step 5: Ongoing support and adjustments
Financial management isn’t a “set it and forget it” process. As your life changes, we’ll be here to:
✔️ Adjust your roadmap to match new goals and priorities
✔️ Help you navigate market changes
✔️ Help ensure you stay on track toward financial security
We’re not just here for today—we’re committed to your long-term success.
Ready to Get Started?
No pressure, no obligation—just a conversation about your future. Contact us today to book a free consultation. We will work together to determine and achieve your goals on your timeline.
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https://advisor.sunlife.ca/desmond.nwaerondu/
The experience and values behind my work
Here I share a little about my path into financial planning and the principles that continue to guide the way I work with clients today.
https://advisor.sunlife.ca/desmond.nwaerondu/
https://advisor.sunlife.ca/desmond.nwaerondu/
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