Creating Financial Success

By: Janet Carley

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.

Preparing for an appointment The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

* Salary or income, investments and insurance amounts

* Pension and registered savings information

* Assets and debts

* Financial information for any business you own


Address Box 39 302 22nd Street W Battleford, Saskatchewan S0M 0E0





Email: [email protected]



Would your financial plan survive a serious illness?

July 4, 2017 - 1:06pm

Chances are pretty good that you or someone you know has been affected by a serious illness or cancer. The 2014 Sun Life Canadian Health Index™ revealed that 45% of the study’s respondents personally suffered at least one serious health event or accident. Almost half of all Canadians – 41% of females and 46% of males – will develop cancer in their lifetime.1  And it’s estimated someone dies from heart disease or stroke every seven minutes in Canada.2 The good news is that more people are surviving serious illnesses. 

Think you don’t need life insurance? Think again.

June 16, 2017 - 6:16pm

Your hard work and dedication has paid off – the result of a successful business endeavor or a lucrative business that you built. You’ve established a comfortable lifestyle where you enjoy your beautiful home, drive a nice car and maybe even have a nice waterfront property. You may believe that your success means you don’t need life insurance because you can self-insure against the unexpected financial burdens life throws your way. But is that really the case?

Protect Your Family: Now and In the Future

May 29, 2017 - 12:33pm

At the beginning of a “living-together” relationship, life is pretty simple. Your biggest responsibilities are paying the rent, buying groceries and deciding whose turn it is to clean up. It’s not until you buy your first home that you feel the need to do something to protect your investment. It’s not uncommon for mortgage protection to be your first encounter with insurance. If the unthinkable were to happen, insurance can provide a tax-free, lump-sum to cover the mortgage or other expenses.

Considerations When Buying a Home

May 18, 2017 - 7:53am

Regardless of where you live in Canada, or the size or type of property you’re looking at, buying a home will often be the single largest purchase you ever make. Of course, if you’re like most people and take out a mortgage, it will likely also lead to the single largest loan you’ll ever have!