JUDY SCHREMPF, B Admin, CFP, EPC, CDFA
I am a Certified Financial Planner (CFP) who focusses on understanding my clients’ goals and values. My service to you, the client, is to build financial plans that become guiding documents for living a good life. As I believe there is always something new to learn, I am committed to continuing education that gives me the ability to provide my clients with up to date, thorough and sound advice.
What do I think is the biggest challenge when it comes to finances? Lack of a proper plan. We worry, but we don’t always take action to take away the worry. A financial plan for most is pretty straight forward. With just a bit of information and paper gathering, I can turn all of that into an organized plan that results in peace of mind knowing exactly what your money is doing for you now, in the future and how it will pass to those you love, whether that be family, friends, or charities!
Judy is legally authorized to offer services in Insurance and Mutual Funds in Alberta, Saskatchewan, and British Columbia.
ELLIE ORSTEN, Life and Health Insurance Advisor
With my experience in the dental field, I understand how important it is to have a solid Health Insurance plan. My goal is to provide individuals and small businesses with the right insurance to take care of their health. With the right plan, my clients will be able to access the resources they need to take care of prescription, extended health, dental and vision care.
I also take care of individual needs, protecting the most important investment you have…. you and your family. Ask me about life insurance plans that take care of all your needs, both income and debt coverage, as well as insurance that takes care of you in the event that you are affected by a critical illness.
Ellie is legally authorized to offer services in Insurance in Alberta
LACEY KLASSEN, B. Mgt, Licensed Assistant
I have loved investing since I was little. I love to watch money grow and provide the stable peace of mind that many seek, but don't always find. I believe the key to finding peace in your finances is seeking the advice of those who not only are knowledgeable of the investment industry, but also live out these principals in their own lives.
Life and health insurance products are provided by Financial Health Associates through Desjardins Financial Security Independent Network. Life and health insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered supervised or reviewed by DFS Investments. DFS Investments is the mutual fund dealer through which mutual fund products and services are provided.
Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance(1).
DFS Investments is a mutual dealer registered in every Canadian province and territory and an exempt market dealer registered in all provinces, except Manitoba. It is also registered in every Canadian province and territory for the distribution of insurance products. DFS Investments' advisors may be qualified to provide advice on mutual funds, exempt market products and other investments products, among other things.
In Québec, DFS Investments is also registered as a restricted dealer, a group insurance of persons and a financial planning firm.
Unless otherwise indicated, investments in products distributed by DFS Investments are not insured, in whole or in part, by the Canada Deposit Insurance Corporation or by another public deposit insurance fund, as the case may be, nor are they guaranteed, in whole or in part, by Desjardins Insurance(1), and their value is subject to market fluctuations.
(1) Desjardins Insurance refers to Desjardins Security Life Assurance Company, a provider of life and health insurance and retirement savings products.