Tina Getz
Job title: Financial Planner, B.A., CFP®, CHS™
Languages spoken: English
Area(s) served: Saskatchewan, Manitoba and British Columbia
Retiring your way
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
Who we service
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Families
Investments
Pre-retirees and retirees
Holistic financial planning
When we work together, my goal is to bring you peace of mind. I want you to feel confident that your financial plan will help you reach your short and long-term goals. My approach combines convenience and easy communication so that the process is as stress-free as possible for you. I’ll take the time to listen to your story so I can match your financial plan to who you are and what you want in life. At the end of the day, I want you to feel like I’ve given a valuable service to you.
Whether you’re a young family, pre-retiree or somewhere in between – I can help you. I take a holistic approach and create a custom, thorough financial plan that will clearly explain:
- investment opportunities that will help you grow your wealth,
- insurance options that can protect you and your family, and
- retirement planning so you can retire your way.
I’m located in Regina, Saskatchewan and am happy to meet in-person or virtually. Contact me to get started on your financial planning.
Products and services
Business owners
Life insurance products
Mortgage protection insurance
Stay informed
See more articles
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’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/