Prairie Sky Financial Services Inc.
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.
Prairie Sky Philosophy
Prairie Sky Financial Services Inc. is pleased to be considered as part of your financial advisory team. We are committed to a high level of care and consideration for your financial affairs. At Prairie Sky Financial we will work with you through the various stages of your life and financial needs:
Stage 1 – You are in control
- First comes the reassurance that while we provide coaching and administrative management – you are still in charge. You call the shots.
- We want to know where you are financially. We want to understand your concerns, your needs, and your goals - where you want to “be”.
- We will move forward to build the right financial plan by collecting the relevant information from you, when you feel comfortable.
Stage 2 – Building your plan
- We will illustrate the progress you’ve made towards your goals so far, offering you options for additional steps that will help you reach them.
- We will prioritize an action plan that focuses on your priorities, using solutions that you have decided upon.
- We will outline next steps and discuss a schedule for review, based on your preferences.
Stage 3 – Keeping up with life’s changes
- Based on the schedule for review, we will meet periodically to revisit your goals and your progress.
- We can accommodate a schedule that works for you to stay in touch.
Through regular communication and meetings, we will endeavor to keep pace with the changes in your life.
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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* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
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