FieldView Financial Services Inc.
Languages spoken: English
Area(s) served: Regina and Southern Saskatchewan
View. Plan. Grow.
How often do you pause, even for just a minute, to truly absorb your surroundings? To slow down time and appreciate every detail. To reflect on the challenges overcome, the hard work, the moments of joy, and the sacrifices that have shaped who you are today. Most importantly, to honor the commitments you've made to support your loved ones and those you deeply care about.
As a business owner, your focus naturally leans towards planning for the future and nurturing growth for your business. This is precisely where FieldView Financial Services Inc. comes in to provide support for you, your business, and your family. We strive to create long-term relationships of trust with Clients, often feeling like a partnership. Our team comprises reliable and competent advisors who are in your corner, guiding you in your financial strategies.
FieldView Financial Services Inc. has developed a unique way to assist business owners. From our years of experience, we have learned what works and what doesn’t. Our promises are the foundation for the culture of our team and how we relate to clients. Our commitment is to be supportive, genuine, personable, knowledgeable, and reliable.
The ViewPlan process
Our 6 step ViewPlan uncovers the vision you have for your future. We create a plan based on your particular situation and goals. Then we set up the plan to help you grow your business and support the ones you love.
- We get to know you
- Understand your goals and objectives
- Review your financial DNA
- Develop a written action plan and timeline
- Help implement your plan
- Move forward together and make adjustments as your life changes
We'll work together to get to know you and identify your goals and objectives. From there, we'll review you financial DNA and develop a written action plan and timeline. Once that's complete, we'll help you implement your plan. We'll move forward together and make adjustments as your life changes.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
FieldView Client Successes
“FieldView Financial is my money coach. They truly care about me and my family and I have referred them many times because of my trust and confidence in their skills. They work hard on being people we have a relationship with versus seeing once in a while." – S.C
“I love that every time I meet with FieldView Financial they always paint a picture of the future and help me understand where I can go. I never worry about whether I am in the right performing funds which is of upmost value to me as this is not my specialty. FieldView Financial clearly articulates and explains everything so that I understand. They are very special people which is inherent right away upon meeting them.” – C.M
”As a semi-retired farmer I like that FieldView Financial has a lot of experience in the agriculture business. FieldView Financial has all of the tools to handle this industry. They helped me and my family through a close family loss and took care of things. I had them do a talk on how to explain everything to people that are grieving which really touched us.” – K.L
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FieldView Financial Services Inc. | Sun Life
https://advisor.sunlife.ca/fieldviewfinancial/
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
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