RetireSURE Wealth Management
Saskatoon, Saskatchewan
Saskatoon, Saskatchewan
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Can you provide your services online or remotely? If so, please add details.
Yes. As a portfolio manager and financial advisor, I have the ability to work with clients located anywhere in Saskatchewan, Alberta, and British Columbia in Canada.
What changes have you made to keep your customers safe from Covid-19?
Since the beginning of Covid-19, our staff has been cautious to ensure masks are worn at all times, hands are being washed, Lysol wipes are used on door knobs, desks, pens and phones, as well as social distancing protocols within our office space for staff and clients.
Investment Services
As a portfolio manager, I offer investing advice and provide investing services with the goal to build and grow your wealth.
Retirement Planning
Retirement Planning is a niche service of mine. I use a highly technical software which allows me to provide my clients with an excellent generalized overview of their estimated retirement income at the specific age in which they would like to retire. With that, I am a professional in goal setting, investment planning and estate planning to set up all of my clients to achieve the retirement lifestyle they wish for.
Estate Planning
Financial Planning
I work with business owners, farmers, families, retirees and individuals to set them on track for success to meet their financial goals.
