Sarah Williams - Financial Advisor

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Sarah Williams - Financial Advisor Small mindful decisions can make a huge impact, keep working towards the future of your dreams!

10/10/2026

For World Mental Health Day, we wanted to remind Serenia Life members of two important things: (1) it's completely normal to need extra support after a loss, and (2) you have access to an award-winning loss support tool at no cost to you. From handling the many administrative tasks that follow a death to coping with the many stages of grief, Empathy is here to help you navigate through this challenging time. Need support? Learn more and apply for the Empathy Benefit today: https://na3.hubs.ly/y0F9BC0

Good coffee, a great networking meeting, and catching up with amazing people… today I got all three rolled into one! ❤️T...
10/06/2026

Good coffee, a great networking meeting, and catching up with amazing people… today I got all three rolled into one! ❤️

There’s just something about good conversation over coffee that makes a busy day a little better. Grateful for the connections, conversations, and community that come from simply showing up!

09/28/2026

Get tickets now for our Harvest Supper 2026!!

09/23/2026

If you don't have time to read a full article, you'll love our 'Quick Q&A' series! Once a month, we answer a question that many Canadians are asking about what can feel like a complex topic — and we break it all down for you in a few short paragraphs. So, what do you think: Does critical illness insurance cover children? Find out: https://na3.hubs.ly/y0DpFf0

Having an RESP and a Whole Life Insurance Policy for your child is such a smart way to give them a head start in early a...
09/14/2026

Having an RESP and a Whole Life Insurance Policy for your child is such a smart way to give them a head start in early adulthood!!

FALSE. Having an RESP in place for your child is a great first step, as it provides financial support for post-secondary education. But a whole life policy with an investment component nicely complements that RESP, and provides children with access to money when they need it for other things — like a first car a, wedding, or even a down payment on a home. Learn more in this article: https://na3.hubs.ly/y0BJkF0

09/09/2026

The first day of school may have come and gone, but your opportunity to save is still here! If you're still on the lookout for some of the best prices out there, look no further than Serenia Life's term life insurance. That's because we recently lowered our term prices PLUS you can get up to 25% off first-year payments! Browse our term products:

TERM 10 ➡️ https://na3.hubs.ly/y0BJfg0
TERM 20 ➡️ https://na3.hubs.ly/y0BJkx0
TERM 30 ➡️ https://na3.hubs.ly/y0BJfh0

#25%Off

09/02/2026

One thing I wish more people knew about working with a financial advisor:

You don’t need to have your finances “together” first.

You don’t need a huge savings account.
You don’t need to understand investing.
You don’t need to know how much insurance you need.
And you definitely don’t need to be embarrassed about debt.

That’s literally why people like me exist!

Bring me the messy budget, the benefits package you don’t understand, the insurance policy you bought 8 years ago and forgot about, and the “I feel like I should probably be doing something with my money” feeling.

We’ll figure out the rest together.

No judgement. No making finance unnecessarily complicated. I’m here to keep it simple!

Is anyone else feeling like September is a non-stop spending month? Back to school. 🎒 Hockey registration. 🏒Dance. Footb...
09/01/2026

Is anyone else feeling like September is a non-stop spending month?

Back to school. 🎒
Hockey registration. 🏒
Dance. Football. Activities.
New shoes and clothes because somehow NOTHING fits anymore.

And suddenly your bank account is like… excuse me?! 😅

I’m curious:

If an extra $1,000 landed in your account this month, what would you do with it?

💳 Pay off debt
🥅 Cover the kids’ activities
🛒 Get ahead on groceries/bills
📈 Save or invest it
✈️ Put it toward something fun
😮‍💨 Or honestly… just breathe a little easier

I think we need to talk about money more — because how people actually use their money is a whole lot more interesting than pretending we all have it perfectly figured out. 💕

Where else can you save money AND make money? We all want to be sure our children are fully set up for their future. Why...
08/31/2026

Where else can you save money AND make money?

We all want to be sure our children are fully set up for their future. Why not have a plan that protects them now while also makes them money?

Start the school year off right. Save money AND make money with Serenia Life's 'Grow With Them Plan,' affordable whole life insurance for children and babies... at up to 25% off your first-year payments! This plan comes with an investment component that grows over your child's lifetime — that's money they can access later in life... to help pay for post-secondary education, a new car, a gap year, or even a down payment on a home! Learn more: https://na3.hubs.ly/y0z43Y0

Back to school is always a little bittersweet. 🥹I LOVE having my kids home. I love the chaos, the random conversations, ...
08/31/2026

Back to school is always a little bittersweet. 🥹

I LOVE having my kids home. I love the chaos, the random conversations, the snacks every 14 minutes, the “Mom!” being yelled from another room for something that absolutely did not require me.

But I also love watching them head back to school.

New teachers, new friends, new experiences, learning new things, figuring out who they are and becoming a little more independent every year.

And while I’ll miss having them around all day… I’d be lying if I said I wasn’t also a tiny bit excited to sit down at my desk, drink a coffee while it’s still hot, and work without being interrupted 47 times. 😂

It’s funny how you can be sad to see summer end AND ready for routine again.

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Red Deer, AB

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