Scott Wallace
Job title: Financial Planner, Sun Life, CFP®, CLU®, CEA, B.P.E., B.Ed
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.
Creating custom financial plans for Albertans
My team and I value great communication tailored to your expectations. During our partnership you’ll receive a well- coordinated, intentional, and detailed plan for achieving the financial success you deserve. In a world full of distraction, we take pride in being accessible by providing the ongoing information and solutions you need while keeping your short and long-range financial goals in focus.
Offering holistic advice throughout a Client's life, we can help them reach their financial goals as needs change. We strive to give you relevant information and timely communications that help you make well-informed choices. We aim to help you achieve financial success through the outstanding service we offer.
We help Clients by providing a written financial plan based on our talks around insurance and wealth needs. We specialize in offering strategic advice on:
- retirement,
- savings,
- risk management,
- pension,
- tax and
- estate needs.
My team and I focus on your best interests. By taking the time to understand your goals and needs, we help you feel valued and at ease. We'll work with you to simplify the financial planning process by breaking it down into clear and easy steps.
Each Client has different goals and dreams for their financial wellbeing. Our job is to take what is important to Clients and help make it a reality. We offer honest, easy to understand advice to help Clients achieve their dreams.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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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