Pettigrew Financial Services Inc.
Languages spoken: English
Area(s) served: Trail, Fruitvale, Rossland, Nakusp, New Denver, Silverton, British Columbia, Kootenay Boundary
How we can help
With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Let’s assess your current situation as well as your future goals. Together, we’ll create a strong roadmap that will allow you to feel confident in your future. Regardless of your unique situation, we can help. Contact our office to get started.
Who we service
Learn more
Business owners general
Helping business owners take control of their finances one step at a time.
Families
Helping families protect what matters most and work towards a secure financial future for each family member.
Pre-retirees and retirees
Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.
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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Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/pettigrew.financial
#SunLifeOnePlan #TFSA #RRSP
#SunLifeOnePlan #TFSA #RRSP
Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/pettigrew.financial
#SunLifeOnePlan #TFSA #RRSP
#SunLifeOnePlan #TFSA #RRSP
As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.
Let's talk about optimizing your compensation strategy.
https://advisor.sunlife.ca/pettigrew.financial
#CanadianBusiness #TaxPlanning #IncomeTaxes
Let's talk about optimizing your compensation strategy.
https://advisor.sunlife.ca/pettigrew.financial
#CanadianBusiness #TaxPlanning #IncomeTaxes
As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.
Let's talk about optimizing your compensation strategy.
https://advisor.sunlife.ca/pettigrew.financial
#CanadianBusiness #TaxPlanning #IncomeTaxes
Let's talk about optimizing your compensation strategy.
https://advisor.sunlife.ca/pettigrew.financial
#CanadianBusiness #TaxPlanning #IncomeTaxes
As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps that help protect, grow, and transfer wealth more efficiently. From insurance, as part of an estate strategy, to broader diversification, we help bring the pieces together. Book a quick review.
As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps that help protect, grow, and transfer wealth more efficiently. From insurance, as part of an estate strategy, to broader diversification, we help bring the pieces together. Book a quick review.
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.