Reeva Zanger
Job title: Advisor, Sun Life, CHS™
Area(s) served: Southern Alberta and Saskatchewan
Retiring your way
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
Who we service
Learn more
Families
Incorporated professionals
Pre-retirees and retirees
Helping Clients throughout Alberta, Saskatchewan and British Columbia
I can help you reach your long-term financial and protection goals. Let me work to create a holistic financial strategy that you can feel confident in. Whether you are just starting a family, buying your first home, or looking for a retirement, estate or legacy plan, I can help.
I work with:
- millennials and families,
- farmers and ranchers
- business owners
- high-net worth individuals looking for tax efficient solutions and
- pre-retirees and retirees.
What can you expect when we meet
The first meeting I have with Clients is a discovery meeting. It’s an opportunity for us to get to know each other and have conversations about your unique needs and goals. No two Clients have the same values and priorities. These first meetings are a great way to lay groundwork for future meetings.
The second meeting is for determining what options we can put in place to help you reach your goals. If you’re ready, I can also help you implement these options at this time. The process can go as fast or as slow as a Client is comfortable with. Your needs and comfort are my top priority, so ask any questions you may have. A big part of my process as an advisor is education. I want to make sure Clients know why they need certain products.
For future meetings, you as the Client are in the driver’s seat. We can meet as often or as little as you would like. Life changes and your financial strategy needs to change with the different stages of your life.
No matter what stage we are at, I offer flexibility in meeting with Clients. I know how busy our lives are and that typical 9-5 business operating hours do not work for all. As such, I offer meetings in person or via zoom, at my office or in your home. I also accommodate evening appointments when possible. It is truly a Client-first experience I strive to offer.
Products and services
Business owners
Health insurance products
Life insurance products
Stay informed
See more articles
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals