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  •  Toll Free: 1-888-598-4354
  •  Fax: 780-570-8926
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we ask - you speak - we listen - you decide

Balanced Approach

live today, be responsible for tomorrow

Our Commitment

empowering clients on their financial journey

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Products and Services

Product solutions

Purchasing financial products that meet your needs now and in the future can be complex. That’s why professional advice from knowledgeable financial security advisors is essential.

Our goal is to help you make informed decisions about the products in your portfolio. From securing a comfortable retirement, saving for a home and financing a child’s education, to protecting your family in the event of death, a disability or critical illness, we have access to a comprehensive portfolio of financial security planning products and services to help you address your financial security planning needs. We also have access to products specifically designed to meet the unique needs of small and large businesses.

For individuals

  • Insurance Products
    • Life Insurance
    • Disability Insurance
    • Critical Illness Insurance
    • Health and Dental Insurance
  • Retirement and Investment Plans
    • Registered Retirement Savings Plans
    • Registered Education Savings Plans
    • Tax Free Savings Accounts
  • Retirement & Investment Products
    • Mutual Funds
    • Segregate Funds
    • High Interest Savings Account
    • Annuities
    • Guaranteed Interest Certificate (GIC)

For businesses

  • Group benefits
  • Group retirement and savings plans

Products and Services

  • Products and Services
  • Insurance
  • Retirement and Investment Plans
  • Retirement & Investment Products
  • Group benefits
  • Group retirement and savings plans
Suite #268, 150 Chippewa Rd.
Sherwood Park, Alberta
T8A 6A2 Canada

  •  Tel: 780-439-3610
  •  Toll Free: 1-888-598-4354
  •  Fax: 780-570-8926
  •  brad@monetaplanning.com
   

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