In 2016 Danielle acquired her Insurance licenses in the province of Alberta. She has expanded her financial services into Insurance, Investments, and retirement planning. As a broker with World Financial Group she has access to over 80 companies to help serve new and existing clients.
Danielle has always been passionate about helping people and adding this qualification to her already massive tool belt seemed like a no-brainer. Danielle takes an educational approach to helping families prepare for the future and manage debt through insurance, investments, and pensions. She has options to fit any lifestyle and need - including but not limited to personal and group insurance plans, investments as well as having access to fantastic mortgage brokers.
Danielle has extended her mobile services and can meet her clients on their time: either at her office (Extended business hours, evenings and weekends) or at their kitchen table. Convenient, reliable and informative Danielle is looking to expand into new markets, collaborate on a referral basis with other professionals and help as many Canadian families as possible.
World Financial Group Mission:
"No Family Left Behind"
Why do Albertans need financial planning?
The stats from STATS Canada say that 95% of Canadians won't be able to retire at 65.
Let me provide you an example:
What if you had a job that guaranteed you $100,000/year for 30 years.
-Tax @30% ($900,000)
-House Purchase: $450,000 ($700,000 after interest)
=$1,400,000 = $3900/Month
Home repair, maintenance & taxes: $350
House Insurance: $100
Phone TV Internet: $300
Vehicle Payments: $700
Car Insurance, Gas, Upkeep: $700
Groceries & Dining out: $1000
Kids School & Activities: $100
Clothing & Toiletries: $200
Is this an accurate financial picture? Of course not!
Nothing included for movies, entertainment, vacations, savings, life insurance
But everyone still does those things, so the excess goes
ON CREDIT CARDS!
Did you know, that Canadians are spending $1.65 for every $1.00 being brought in to the household.
They're living a life of "Quiet Desperation"
This is resulting in the crippling debt facing Canadians.
Do we have a problem?
Do you think there's a need for afforable, flexible savings plans?
Working with me for 30 minutes, getting an overlook at things, we can talk about options.
We work with every budget, and we adapt and grow and change with you as you need us to.
You owe yourself the education!
No consultation fee!
Danielle's SOS Bookkeeping Services Provides Corporate Tax, Personal Tax & Bookkeeping Services to the following areas:
Edmonton, Leduc, Wetaskiwin, Fort Saskatchewan, Spruce Grove, Sherwood Park, Spruce Grove, Devon, Beaumont, and all rural areas in and around Edmonton.