soterrafinancial.com
For Individuals | Soterra Financial Group Ltd.
http://www.soterrafinancial.com/products/individuals
Wendy Cooper, CFP, B.Admin. Certified Financial Planner and Investment Representative. Tammy Richmond, CFP, B.Comm. Certified Financial Planner and Investment Representative. Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, we can help you create an investment portfolio that fits your needs. For mutual fund information, click here. For more information about segregated fund policies, click here. The advised brokerage service ...
soterrafinancial.com
For Businesses | Soterra Financial Group Ltd.
http://www.soterrafinancial.com/products/businesses
Wendy Cooper, CFP, B.Admin. Certified Financial Planner and Investment Representative. Tammy Richmond, CFP, B.Comm. Certified Financial Planner and Investment Representative. You’ve worked hard to build your business; we want to help you protect it. Whether starting a new venture or maintaining a successful one, we can help you address your needs. Benefits plans for small business. Health-care and dental-care benefits. Wellness and disability benefits. Life and accidental death and dismemberment benefits.
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About | Soterra Financial Group Ltd.
http://www.soterrafinancial.com/about
Wendy Cooper, CFP, B.Admin. Certified Financial Planner and Investment Representative. Tammy Richmond, CFP, B.Comm. Certified Financial Planner and Investment Representative. Wendy Cooper, CFP, B.Admin. 306-934-7060 Ext. 4242. Wendy specializes in helping clients with tax-reduction strategies for retirement and business planning. In addition, she helps clients build financial security plans and is devoted to helping clients achieve financial success. She is grateful to all those who have and who ...Tammy...
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Tell a Friend | Soterra Financial Group Ltd.
http://www.soterrafinancial.com/tell
Wendy Cooper, CFP, B.Admin. Certified Financial Planner and Investment Representative. Tammy Richmond, CFP, B.Comm. Certified Financial Planner and Investment Representative. We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend! Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*). Leave this field blank:. For Individuals and Families.
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Blog | Soterra Financial Group Ltd.
http://www.soterrafinancial.com/blog
Wendy Cooper, CFP, B.Admin. Certified Financial Planner and Investment Representative. Tammy Richmond, CFP, B.Comm. Certified Financial Planner and Investment Representative. Saving now versus saving later. Submitted by Soterra Financial Group Ltd. on March 2nd, 2017. Starting to save early in life is a great way to reach your long-term investment goals. Compound interest will help your assets grow and it has a greater effect over a longer period of time. Watch this quick video. If you’re aiming to...
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Home | Soterra Financial Group Ltd.
http://www.soterrafinancial.com/home
Wendy Cooper, CFP, B.Admin. Certified Financial Planner and Investment Representative. Tammy Richmond, CFP, B.Comm. Certified Financial Planner and Investment Representative. We incorporate our values of integrity, expertise, respect and commitment when working with clients to establish long-term trustworthy relationships. We are able to provide understandable options and solutions that help propel clients to achieve the goals and dreams that they have for themselves, their families or their business.
soterrafinancial.com
Products and Services | Soterra Financial Group Ltd.
http://www.soterrafinancial.com/products
Wendy Cooper, CFP, B.Admin. Certified Financial Planner and Investment Representative. Tammy Richmond, CFP, B.Comm. Certified Financial Planner and Investment Representative. Financial products and services should address specific needs in your financial security plan whether it is to help fund your child's education, build a successful business or retire comfortably. Group benefits to help you recruit and retain employees. Various types of insurance to help you protect your business. Set up a meeting*.
soterrafinancial.com
Sitemap | Soterra Financial Group Ltd.
http://www.soterrafinancial.com/sitemap
Wendy Cooper, CFP, B.Admin. Certified Financial Planner and Investment Representative. Tammy Richmond, CFP, B.Comm. Certified Financial Planner and Investment Representative. For Individuals and Families. Click here to learn about your Retireability score. We have dealt with other financial institutions and planners over the years, and have always felt somewhat disappointed in the service we had received but with Wendy, we have been happy since. Set up a meeting*. Investing to Achieve Your Goals.
soterrafinancial.com
Testimonials | Soterra Financial Group Ltd.
http://www.soterrafinancial.com/testimonials
Wendy Cooper, CFP, B.Admin. Certified Financial Planner and Investment Representative. Tammy Richmond, CFP, B.Comm. Certified Financial Planner and Investment Representative. S K, Saskatoon. We have dealt with other financial institutions and planners over the years, and have always felt somewhat disappointed in the service we had received but with Wendy, we have been happy since day 1! For Individuals and Families. Click here to learn about your Retireability score. Set up a meeting*. Insurance products...
