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
Stay informed
See more articlesBalancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.