Sherwood Park Wealth Team

11/06/2021

Call us basic but we are 3 for 3 on this one. 🥰🥰🥰
Congrats to our very own mama-to-be Chelsea, we will see you after your maternity leave!

10/23/2021

Yesterday we celebrated International Credit Union Day. We are proud to be part of the credit union community. Check out this archived newspaper ad when our original Sherwood Park branch was located on Ash street. Can you guess what the low interest loan rates were at that time?

09/13/2021

Here's what the affluent have achieved, and how you can put these practices in place for your own retirement plan.

Ready to start planning for your retirement? We can help, contact us today to book an appointment.

Here's what the affluent have achieved, and how you can put these practices in place for your own retirement plan.

08/30/2021

Shout out to all the golfers who participated at the Vicky's Homes 2021 Ladies Championship. We had a great time meeting everyone and hope to see you all next year!

Are you on par with your financial plan? Contact us for a complimentary financial review.

04/22/2021

On Monday, April 19, 2021, Finance Minister Chrystia Freeland tabled the Liberal government’s 2021-22 Budget in Parliament. To help you understand the impacts of the Budget, Aviso Wealth created an article summarizing its highlights.

04/14/2021

Did you know that Servus Credit Union is ranked #2 in Canada on Forbes World’s Best Banks list?

Ready to meet our team? Contact us at [email protected].

Forbes partnered with market research company Statista to identify the world's best banks.

03/23/2021

Women's reluctance to trust financial professionals and the process of investing starts with that experience of being talked over, not listened to, and not included in the conversation...it becomes a significant hurdle to clear emotionally in order to trust someone else with their money.

Women's reluctance to trust financial professionals and the process of investing starts with that experience of being talked over, not listened to, and not included in the conversation...it becomes a significant hurdle to clear emotionally in order to trust someone else with their money.

03/09/2021

“Studies have shown that 90 per cent of Canadian women will be the sole financial decision makers in their household at some point in their life, yet many women are also disproportionately affected by the COVID-19 pandemic. Women need the financial services industry now, more than ever, to offer better advice and services for them." - Ingrid Macintosh

On International Women's Day, CTV News' Chief Financial Commentator Pattie Lovett-Reid examines the pandemic's economic toll on women and her hopes for the future in her column on CTVNews.ca.

03/08/2021

We are celebrating women. Today and everyday. Happy International Women’s Day!

03/05/2021

You made your RRSP contribution before the deadline... now what?
It's important to make investment decisions that will reach your retirement goals. Not sure if you're on track? Reach out to us to schedule a review!

02/25/2021

Here's how making an RRSP contribution could save you big bucks for 2020 and beyond.

Here's how making an RRSP contribution could save you big bucks for 2020 and beyond.

02/20/2021

The RRSP deadline is fast approaching! Make sure you get your RRSP contributions in before March 1st.

Are you feeling unsure about your retirement plan? Contact us, we can help get you on track!