My job is to provide you with advice that works for you now and in the future, leaving room for you to live and enjoy what you love. I a licensed Financial Security Advisor/Investment Representative with Brady Wealth Strategies here in Regina. Brady Wealth Strategies is a firm of 7 Financial Security Advisors/Investment Representatives with over 45 years collective experience. We provide expert fi
nancial advice and strategies to help you use YOUR money as a tool to create freedom now and in the future. We will work together to set your financial objectives and create a holistic financial strategy to help you achieve your goals. My job is to provide you with advice that works for you now and in the future, because financial freedom should leave room for you to live and enjoy what you love. I’ll be here to help you with every step, decision and celebrate the successes. We offer the following:
Financial Strategies
- Portfolio Analysis
- Wealth Check Up
- Retirement Projections
- Estate Planning
Insurance
- Permanent Insurance
- Term Insurance
- Critical Illness
- Disability Insurance
- Individual Health Benefits
- Group Benefits
Investing
- Segregated Funds
- Mutual Funds
- RRSP, RESP, RDSP, TFSA, GIO, LIRA
- Individual Pension Plan
- Pension Transfer
Additional Services
- Mortgages
- Mortgage Renewal
- Travel Insurance
If you or anyone you know could use my expertise or would like to sit down with me to find out more, please contact me or forward my name and business email/number. I work solely on a referral basis and am happy to accommodate in-person or online meetings. If you have any questions at all, please don’t hesitate to reach out.
