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.

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Who we service

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Families

Helping families protect what matters most and work towards a secure financial future for each family member.

Investments

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

Pre-retirees and retirees

Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.

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.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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.

Mortgage protection insurance

Mortgage protection insurance is a life insurance policy that cover more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.
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Stay informed

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How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!

#DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information. 
Paying off student loans?

Get in touch to see how paying down your loans can fit into your overall financial roadmap.
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Office information

Regina, SK

Phone:

(306) 757-8631

Email:

tina.getz@sunlife.com

Address:

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