Tyler Hirsche
Job title: CERTIFIED FINANCIAL PLANNER®, CFP®, PFP, B.Mgt.
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.
How we can help you
We can help provide peace of mind. For more than 150 years, Sun Life Financial has worked with Canadians to help them reach their financial goals. Building a relationship with our team is the first step. Clients here in Lethbridge and surrounding areas receive the advantages of working with local professionals. We are dedicated to helping Clients and we’ll help you achieve lifetime financial security.
Our approach
We will identify your goals and meet to understand your needs. We’ll work to understand where you have come from and where you are today. We will help articulate your financial goals and help you create a plan to achieve them. We believe in making smart choices today that you’ll thank yourself for in the future. We can help you:
- make tax-efficient investment decisions,
- grow your business and protect your investment,
- plan for business succession and
- provide strategies and recommendations.
Once your achieve your goals we’ll work together to adapt your strategy to your evolving needs. By monitoring your plan and measuring your progress we can regularly update your plan as your needs change.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Let's chat about making your family's future as bright as your little one's smile. 😊
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.