Rohrer Insurance & Financial Services Ltd.

Job title: Advisor, CPCA, EPC

Languages spoken: English

Area(s) served: Alberta

Trustworthy advice you can count on

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Who we service

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Business owners general

Helping business owners take control of their finances one step at a time.

Insurance

Protect the people you love with the right insurance plan. Get the ball rolling today.

Investments

Make the most of your savings and investments. There are many different investment, income and retirement options to choose from.

Let's work together

Making good decisions is the key to achieving lifetime financial security and I’ll help you along the way. We’ll work together by: 

 

  • assessing your current financial situation, 
  • setting achievable goals, 
  • developing a realistic approach to meet those goals, 
  • helping you work toward your goals and 
  • helping you revise that approach as your needs change. 


Contact my office to book an appointment and get started on achieving your financial goals. Let's talk. (403)600-0300

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.

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.

Looking at retirement

Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.

All accounts, plans and products

As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.
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Does your financial strategy need a check-up? We can help!

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Winning Financial Strategies: Lessons From The Tennis Court

Winning Financial Strategies: Lessons From The Tennis Court

Tennis is a sport of strategy, precision, and adaptability, requiring players to prepare extensively, stay agile in the moment, and focus on long-term success. Interestingly, these same principles are fundamental in financial planning. Just as a tennis player works with a coach to refine their skills and achieve their goals, business owners and high-net-worth individuals benefit from working with a financial professional to navigate their unique financial journeys.

Office information

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