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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Personal health insurance
Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/scott.wallace/
*Terms and conditions apply
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/scott.wallace/
*Terms and conditions apply
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.