TM Financial & Business Advisory

TM Financial & Business Advisory I’m an insurance broker helping clients in AB, BC, and ON grow, protect, and transfer wealth through life insurance and estate planning.

Licensed in three provinces, Outside of work, I love my horses and family time.

A quick thought…One thing that doesn’t always get talked about is how much can come out of an estate later on — not just...
04/27/2026

A quick thought…

One thing that doesn’t always get talked about is how much can come out of an estate later on — not just probate, but legal, accounting, and other costs that can add up more than people expect.

Most people focus on building their savings, but haven’t really looked at how everything is set up to pass on.

In some cases, there are simple ways to have certain assets structured so more of what you’ve built goes to the people you choose, with fewer delays and expenses.

Not something everyone needs — but definitely something worth understanding.

If you’ve ever wondered about that side of things, feel free to message me.

Passing assets can be a blessing or it can be a curse. Having life insurance helps protect your assets and ensures they ...
10/20/2025

Passing assets can be a blessing or it can be a curse.
Having life insurance helps protect your assets and ensures they go to where you want them to go, providing peace of mind for you and your loved ones.

🌟 Protect Your Retirement with Critical Illness Insurance! 🌟  Choose from our 25 Illness Protection or 4 Illness Protect...
10/19/2025

🌟 Protect Your Retirement with Critical Illness Insurance! 🌟

Choose from our 25 Illness Protection or 4 Illness Protection plans. Enjoy peace of mind with a lump sum payout and receive all your premiums back if the policy is not used!

👉 Visit us at tmfinanciallife.com for more information. Your health and financial security are our top priorities!

🍁 Happy Thanksgiving! 🦃As the season of gratitude arrives, we want to take a moment to say thank you. Thank you for your...
10/13/2025

🍁 Happy Thanksgiving! 🦃

As the season of gratitude arrives, we want to take a moment to say thank you. Thank you for your trust, your support, and for being part of our community.

May your day be filled with:
✨ Warmth and laughter with family and friends
✨ Delicious food and sweet memories
✨ Joy, peace, and a little extra pumpkin pie 🥧

From our family to yours, we wish you a Happy Thanksgiving filled with love, happiness, and gratitude. 💛

📞 Call today: (780) 296-5064
📧 Email: [email protected]

🌐 Learn more: https://tmfinanciallife.com/

📱 Connect here: https://contact.tmfinanciallife.com/connect

💼 Smart Planning Today, Lasting Wealth Tomorrow 💼You’ve worked hard to build your corporate wealth — but without the rig...
10/11/2025

💼 Smart Planning Today, Lasting Wealth Tomorrow 💼

You’ve worked hard to build your corporate wealth — but without the right strategy, a significant portion could be lost to taxes when it’s passed on.

With tools like Whole Life Insurance and the Capital Dividend Account (CDA), you can:
✅ Grow your money tax-deferred inside your corporation
✅ Transfer wealth tax-free to your family or estate
✅ Protect your legacy and ensure your hard work benefits those you love

Don’t leave your legacy to chance. Plan smart today and secure lasting wealth for tomorrow.

📞 Call: (780) 296-5064
📧 Email: [email protected]

🌐 Learn more: https://tmfinanciallife.com/

📱 Connect: https://contact.tmfinanciallife.com/connect

💡 Protect Your Family’s Financial Future 💡Life is unpredictable—but your family’s financial security doesn’t have to be....
10/07/2025

💡 Protect Your Family’s Financial Future 💡

Life is unpredictable—but your family’s financial security doesn’t have to be. With the right insurance plan, you can safeguard your loved ones against unexpected health events, critical illnesses, or sudden loss of income.

Don’t leave their future to chance—take action today to ensure they are protected no matter what life throws your way.

📞 Call today: (780) 296-5064
📧 Email: [email protected]

🌐 Learn more: https://tmfinanciallife.com/

📱 Connect here: https://contact.tmfinanciallife.com/connect

💼 Corporate Dollars Deserve a Tax-Free Exit 💼You’ve built your business and accumulated corporate wealth — but without t...
10/03/2025

💼 Corporate Dollars Deserve a Tax-Free Exit 💼

You’ve built your business and accumulated corporate wealth — but without the right strategy, up to 40% could be lost to taxes when it’s passed on.

With tools like Whole Life Insurance and the Capital Dividend Account (CDA), you can:
✅ Grow your corporate money tax-deferred
✅ Transfer wealth tax-free to your family or estate
✅ Protect your legacy and ensure your hard work benefits those you love

Don’t let the taxman take what you’ve earned. Plan your tax-free exit today.

📞 Call: (780) 296-5064
📧 Email: [email protected]

🌐 Learn more: https://tmfinanciallife.com/

📱 Connect: https://contact.tmfinanciallife.com/connect

🧡 National Day for Truth and Reconciliation | Orange Shirt Day 🧡Today, we honour the Survivors of residential schools, r...
09/30/2025

🧡 National Day for Truth and Reconciliation | Orange Shirt Day 🧡

Today, we honour the Survivors of residential schools, remember the children who never returned home, and stand with Indigenous families and communities.

The orange shirt is a symbol that Every Child Matters — a reminder of the past and a call to action for a better future built on respect, healing, and reconciliation.

Let’s take this day to listen, learn, and reflect on how we can each contribute to truth and reconciliation in Canada.

🧡 Every Child Matters. 🧡

⏳ Sometimes one second changes your life forever. ⏳A sudden illness, accident, or unexpected event can turn your world u...
09/25/2025

⏳ Sometimes one second changes your life forever. ⏳

A sudden illness, accident, or unexpected event can turn your world upside down in an instant. Are you and your family prepared?

Critical Illness and Life Insurance protect what matters most—your family, your home, and your future—so you can focus on healing, not financial stress, when the unexpected happens.

📞 Call today: (780) 296-5064
📧 Email: [email protected]

🌐 Learn more: https://tmfinanciallife.com/

📱 Connect here: https://contact.tmfinanciallife.com/connect

Address

Grande Prairie, AB

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5:15pm
Friday 9am - 5pm

Telephone

+17802965064

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