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.
Helping Clients across Alberta and Saskatchewan
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 plan, estate plan or legacy plan, I can help.
I work with:
- millennials and families,
- farmers and ranchers
- 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. As the Client, 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 (for my process I prefer no longer than two years). 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 does 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 where I can. It is truly a Client first experience I strive to offer.
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.
