Terri-lyn Lenz
Job title: Advisor, EPC
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.
Let's work together
When it comes to your finances and protecting your assets, knowledge is power. My goal is to empower you by equipping you with the knowledge to make decisions that will help you reach your goals. I can help you, whether you are a:
- family,
- new home owner or
- small business owner.
When we work together, I’ll listen to your needs. I’ll work with you as a team to set goals and protect your family, home or business. I know that your individual situation is unique. That’s why I customize your plan so it fits your stage of life, protection needs and savings goals.
I live in Vanscoy, Saskatchewan and serve Clients across Central Saskatchewan via in-person or virtual appointments. Contact me to book your appointment.
My story
My focus on helping families intensified in 2019 when my youngest child was in a major motor vehicle collision. My daughter spent eight weeks in intensive care unit, eight weeks in the neurology ward and then six months in the physical rehabilitation ward.
This experience had a devastating impact on our family and my business. Even today, years later, it impacts us. I had to take several months off from work before slowly transitioning back to my career. Throughout this time, I was in the hospital everyday.
The insurance my business and family had in place saved me from losing my business and our home. This experience has made me very passionate about helping others prepare for the unexpected. I’m determined to educate Clients on the benefits of protecting themselves and their assets.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
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.