Investments

From Education to Retirement, and everything in-between.

Costs keep rising, and education is no exception.

  • The average student loan debt for a recent graduate is currently over $25,000. Can you imagine the cost in 15 years?
  • For as little as $25 a month, we can start a registered education savings fund for your little loved ones. Easing the burden of post secondary education for your child or grand-child. 
  • Government grants are available to many- so let's make sure you take advantage!

Make sure your money is working for you!

  • Consistent returns and the right balance based on your tolerance- That is what I strive for with my client's investments. 
  • Not all investments are created equal, so we will work to chose the best ones for your lifestyle and risk level.
  • RRSP's, TFSA's and non registered accounts can all play a part in your plan. Let's talk about what this means for you!
  • I will provide you a regular review of your account to make sure they are performing the best they can. With a dedicated advisor, you won't get lost in the shuffle!

Your retirement shouldn't be based on guesswork.

  • Hoping to retire at 50? 60? Or are you worried you are stuck on Freedom 85?
  • Do you know how much you need to achieve that dream?
  • I will help you determine how much you will need to retire, and what steps we can take to get to that goal. Whether it is by putting away $50 a month or $20,000 a year, I will plan a budget that works for you and start you on the path to financial peace of mind.
  • No matter your age, all that matters is that you start now!
Email: marissa.epp@gmail.com
Phone: (306) 349-9070
Rosthern, SK
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