Tina Getz
Job title: Financial Planner, B.A., CFP®, CHS™
Area(s) served: Saskatchewan, Manitoba and British Columbia
Trustworthy advice you can count on
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
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.
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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