Certified Financial Planner®
Mutual Fund Advisor
Life and Health Insurance Advisor

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.


Life and Health Insurance Advisor

With over 25 years of experience with group insurance, I understand the importance of a solid Health Insurance plan. My goal is to provide individuals and businesses with the right insurance to take care of their health. With the right plan, my clients will be able to simply and easily access the resources they need to take care of prescriptions, extended health, dental and vision care.

I also take care of individuals, families and business owners. I offer many products that are designed on an individual need’s basis. Life Insurance, Disability, Critical Illness and Key Man insurance. In the event that you unexpectedly pass away, get hurt or become seriously ill, having a healthy financial protection in place is a great way to ensure that you and your loved ones are able to maintain the lifestyle that has been earned.

I work will work hard to ensure the best of my abilities and knowledge are shared with you.


Ellie is legally authorized to offer services in Insurance in Alberta


Mutual Fund Advisor
Life and Health Insurance Advisor

I have always loved investing. Wealth accumulation, financial management and behavioral finance are topics that are both nature and nurtured for me. I am privileged to work in an industry where I get to help others learn more about their money – including how they relate to it and defining the purposes it serves for them. I truly enjoy working with people to plan for their future. Having the right game plan in place (including Offence and Defense) allows for major life transitions -whether planned or unexpected – to be navigated much easier as finances are almost always involved in some fashion.

John Wimber is quoted as saying “Show me where you spend your time, money and energy and I’ll tell you what you worship”. I am a strong believer in this, but that it requires intentionality to ensure that you not only have identified what is important to you, but also that your time, money and energy are in fact going in the direction that you’ve identified as important to you. That is the space I am honored to work.

 Lacey is legally authorized to offer Insurance services in Alberta and Mutual Funds in Alberta 

Eva Klassen

Licensed Assistant

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Why Choose Us

We make it a priority to understand what is important to you.

We offer solutions, not just products.

We work for you, not one specific company.

We want to celebrate your financial success by working with you for the long-term.

With the broad skill set of our team, we are able to service diverse needs in a no-pressure environment.

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617B 4 Ave S
Lethbridge, AB T1J 0N6

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(587) 425-2995

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Desjardins Insurance(1) or Desjardins Financial Security Independent Network shall not be liable or responsible to any person for any harm, loss or damage (whether arising in contract, tort, negligence or otherwise) that may arise directly or indirectly from this site, the use, inability to use, or malfunctioning of this site or the information contained herein, including any direct, indirect, special, third party or consequential damages.

This site is not the property of Desjardins Insurance(1) and Desjardins Financial Security Investments Inc. (DFS Investments). DFS Investments has control over the content of this site by their review of the information provided in accordance with its policies and procedures. DFS Investments is not responsible for the content in this website that is unrelated to the business of DFS Investment not is responsible for the monitoring or supervision of these other business activities.

Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance1. DFS Investments is a mutual fund dealer registered in every Canadian province and territory and an exempt market dealer registered in Quebec. 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 Insurance1, and their value is subject to market fluctuations."

(1) Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.

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.


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617B 4 Ave S
Lethbridge, AB T1J 0N6

Office hours

Workdays at
9:00am – 5:00pm
Call us
(587) 425-2995

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