Wendy Cooper, CFP, B.Admin

Certified Financial Planner and Investment Representative

Tammy Richmond, CFP, B.Comm

Certified Financial Planner and Investment Representative

September 2017

Does a 21 year-old need life insurance?

By taking it now, you can lock in a lower premium rate for life

Start The RESP Conversation Today

As a parent, you want the best for your children – including a good education. This video shows how setting up a registered education savings plan (RESP) for them early will help expand their canvas with financial support for a post-secondary education.

https://www.youtube.com/watch?v=5bIzVBQPgv4

 

How to weather the transition from saving to spending in retirement

You’ve worked hard to save for retirement – prioritizing your goals along the way. You’re tiptoeing towards retirement and you’ve earned your “me time” – now, create a plan for how you’ll spend it.

The information on this website is intended for residents of Saskatchewan only.

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Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and Fusion are trademarks of Quadrus Investment Services Ltd. used with permission.

Insurance products, including segregated fund policies are offered through Soterra Financial Group Ltd., and Wendy Cooper and Tammy Richmond offer mutual funds through Quadrus Investment Services Ltd.

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Representing Freedom 55 Financial, a division of London Life Insurance Company

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