First Choice Insurance and Investment Services Inc.
Languages spoken: English
Area(s) served: Fort St. John, British Columbia, Fort Nelson, British Columbia, Chetwynd, British Columbia, and surrounding areas
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, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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The 10-year U.S. Treasury rate is the interest rate the U.S. government pays to borrow money for 10 years. It’s an important benchmark because it influences borrowing costs, bond prices, mortgage rates and how investments are valued.
A move above 5% is significant but it doesn’t automatically mean investors need to make changes.
Markets and interest rates move. Your investment strategy should be built with that in mind.
What matters more is whether something has changed for you.
-Are you getting closer to needing this money?
-Has your income, retirement plan or financial situation changed?
-Are you questioning whether your current portfolio still fits your goals?
If the answer to any of those is yes, that’s when we should be having a conversation.
We’ll review your actual plan, your timeline and your portfolio — not make decisions based on a headline.
For long-term investors, time in the market remains more important than trying to time the market.
If something has changed, give us a call and let’s review it.
A move above 5% is significant but it doesn’t automatically mean investors need to make changes.
Markets and interest rates move. Your investment strategy should be built with that in mind.
What matters more is whether something has changed for you.
-Are you getting closer to needing this money?
-Has your income, retirement plan or financial situation changed?
-Are you questioning whether your current portfolio still fits your goals?
If the answer to any of those is yes, that’s when we should be having a conversation.
We’ll review your actual plan, your timeline and your portfolio — not make decisions based on a headline.
For long-term investors, time in the market remains more important than trying to time the market.
If something has changed, give us a call and let’s review it.
JESSE MADE BAIL!
What a great way to spend a Saturday. Thank you to the Fort St. John Association For Community Living for putting on such a successful event. We were honored to be apart of raising funds for THRIVR.
Jesse's bail was set to $1000 and we raised for $3000! Just a small part of the grand total. Thank you for the entire community for showing up, we had a blast!
What a great way to spend a Saturday. Thank you to the Fort St. John Association For Community Living for putting on such a successful event. We were honored to be apart of raising funds for THRIVR.
Jesse's bail was set to $1000 and we raised for $3000! Just a small part of the grand total. Thank you for the entire community for showing up, we had a blast!
Even the word "budget" can be a trigger for some.
It can feel restricting or like you don't have money to spend but that doesn't need to be the case. Planning is everything and if you need help starting, that's where we can come in.
How do you budget? Let us know!
It can feel restricting or like you don't have money to spend but that doesn't need to be the case. Planning is everything and if you need help starting, that's where we can come in.
How do you budget? Let us know!
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Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.
