Shannon Bergseth CFP - Advisor, Sun Life

Shannon Bergseth CFP - Advisor, Sun Life My goal for this page is to encourage financial literacy. I want you to understand how your money wo

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.

Address

130-4211 106 Street NW
Edmonton, AB
T6J6L7

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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My Why

My job is to help YOU get excited about finance and feel empowered to make smart money decisions!

Born and raised in rural Alberta now living in Calgary, I've seen first hand the diverse needs of many Albertan's. Whether you're a farmer, business owner, employee or self-employed, you are unique. And your financial plan should be too. I'll help you understand your financial situation, take time to explain things that might not make sense at first, and work together to with you to educate and empower you to create your financial success and freedom.


  • This is all about you. What gets you out of bed in the morning? Why are we meeting? What inspires you? We are working together to help identify your goals

  • I believe in treating people with kindness and respect