Making It Personal: Creating a Financial Relationship

Home » Wellbeing » Making It Personal: Creating a Financial Relationship

The idea of Independent Financial Planning may be unfamiliar, but at Athabasca Financial Ltd., they get up close and personal.

With 21 years of professional experience working one on one with clients, Certified Financial Planner, Tracy Valgardsson Enns and her team at Athabasca Financial Ltd. focus on individual client needs and analyze each situation in detail to personalize financial plans. The Athabasca Financial team recognizes that every client has different dreams and goals regarding their financial present and future, and they strive to provide the best products and advice for your personalized financial portfolio.

Building a personal relationship is integral to the tailored approach of a Certified Financial Planner. Knowing what is best for each client ensures the maximum potential of financial planning success. With an Independent Certified Financial Planner on your side, their ongoing interest is in your financial wellbeing and keeping you on track to meet your financial goals.

With experience on her side, Tracy’s down-to-earth approach and compassion for your financial wellbeing provide comfort and security during life’s greatest moments and most trying times. Providing the information necessary for informed decisions is not the only approach Athabasca Financial Ltd. deems crucial; it is about taking the time and not rushing some of life’s pinnacle financial decisions.

This considerate approach with financial choices has not gone unnoticed. Athabasca Financial Ltd. received the Rotary Club of Moose Jaw Wakamow Outstanding Leadership in the Community business award and Tracy received a nomination for the Better Business Bureau of Saskatchewan Inc. Torch Awards for Ethics.

What else can Athabasca Financial do for you and your financial present and future?

We can help you ensure that those most precious to you are financially looked after should something happen to you. We protect your current income should you experience a critical illness or disability; we take care of your savings; we set up guaranteed retirement income so that you can live your retirement the way you want and not spending it wondering whether you will have enough, and we offer security when you travel. We can also ensure your final plans are in place so that you can rest knowing those near and dear are taken care of.  We all know that we leave this world, and wouldn’t it be nice not to leave anything to chance? We are here to help.

Your personalized financial experience can be done all under one roof, and keeping your accounts in one place truly provides an ideal situation. Income Tax Services are also available and provided with expertise, care and ease. Whatever your financial needs, Athabasca Financial Ltd. delivers knowledgeable service with their own brand of friendliness.

Personal client service is what you will find at Athabasca Financial Ltd. Whatever your financial questions may be, Athabasca Financial Ltd. provides the best solution for you. When it comes to your past, present and future financial situations, trust the experience and care that Athabasca Financial has to offer.

 

Athabasca Financial Ltd.

73 Athabasca Street W., Moose Jaw

306.694.1434

athabascafinancial.ca

 

Photos Picturesk Media

Published on December 27, 2019 under Featured, Wellbeing by

Sarah Moore

Making It Personal: Creating a Financial Relationship

READ MORE

No articles found

NEWSLETTER