Treysta Financial Solutions Ltd.

Languages spoken: English, Filipino, French, Tagalog

Area(s) served: Saskatchewan & Alberta

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Embark on our 5 step TRUST journey

Discover

  • Meet and get to know the Client to understand their dreams and vision.
  • Introduce our team and learn about Treysta.
  • Decide if this is a fit.

Engage

  • Fact-find to develop a deep understanding of the Client’s situation.
  • Collaborate to refine and clearly define goals.
  • Educate and identify available resources.

Dedicate

  • Map out and build a comprehensive financial strategy.
  • Client provides feedback.
  • Ensure the Client feels at home with a secure plan for the future.

Reinforce

  • Understand what the Client is ready to proceed with.
  • Empower and build confidence.
  • Implement the plan.

Secure

  • Review plan periodically.
  • Monitor progress towards goals.
  • Revise as needed when life changes occur.

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 products

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 products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.