Lance Wiebe, CFP®
- Life and Health Insurance Advisor
- Certified Financial Planner
My role consists in offering you the best possible solutions adapted to your needs in terms of financial security, in order to help you:
- Protect yourself should you be faced with a disability, a loss of independence or a serious illness
- Plan the financing of your projects
- Manage your debts
- Establish your financial needs at retirement
- Prepare your estate plan
Building a solid financial security plan together will help you balance all the aspects of your life by providing ways to prevent and protect against the financial risks associated with a disability, illness, loss of independence or death.
I am commited to guide you in the achievement of your financial security goals by transforming your ambitions into concrete solutions to ensure that they are realized.
I have completed the Canadian Securities Course and have a diploma in Financial Planning and maintain the following designation – Certified Financial Planner. Moreover, with my commitment to continuing education, I can provide you with pertinent, timely advice to guide you with your financial security planning. I offer you my expertise and knowledge to help you carry out your most important goals.
I stay on top of all the latest developments in the area of financial security planning and update my knowledge continually to ensure that I can offer the best and most current advice, with my clients’ needs front of mind.
Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.