Matt Cresswell
Job title: Financial Planner, Sun Life, QAFP™
Languages spoken: English
Area(s) served: Melfort, Saskatchewan
Trustworthy advice you can count on
Let's work together
My goal is to offer advice that helps protect your loved ones and achieve your goals. I believe that education and understanding is an important part of reaching your dreams. That’s why I make sure that Clients understand my recommendations thoroughly so they can make educated decisions.
Being in the prairies, I often work with people in the agricultural industry. Whether you are an individual, family or business, I can help you.
My office is located in Melfort, Saskatchewan. This is where I have in-person appointments with Clients. I can also accommodate virtual appointment throughout Saskatchewan and Alberta.
If you are interested in having a discussion please book an appointment time here.
What to expect
When we begin working together, I always set up an initial conversation so you can get to know me and I can get to know you. We can see if working together makes sense either right away, in the future or potentially not at all.
From there we will look at your individual situation. I want to understand where you’re at with your finances and your short and long-term goals. Once I understand this, we can explore strategies or products that I think would help you reach your goals.
If you’re ready to get started, contact my office or book an appointment in my calendar here.
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 gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.