Personal

Danielle offers her clients a wide variety of products. Partnered with over 80 different companies including all the major banks (TD, BMO, Scotia, ATB), and companies such as Ivari, IA Excellence and IA Clarington, as well as Equitable Life and Everest. 

She have access to products for every budget. She works hard to provide flexible plans customized to your individual situation. 

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  1. Insurance Products
  • Term Insurance
  • (10, 20 & 30 year)
  • Permanent Insurance
  • (Universal Life Products)

2. Retirement Preparation

  • Funeral Concierge
  • Pre-plan your funeral
  • Will Prep
  • Unlimited access/changes
  • Online service

3. Disability

  • Short and long term
  • Personal 24/7 products
  • (A must have for anyone self employed)

4. RESP / RDSP

  • Children’s Education
  • Start savings for as little as $25/month
  • Earn competative rates of return
  • Government Grants & Matching

5. Mortgages /HELOC

  • Access to Mortgage Brokers
  • Refinance Options

6. Critical Illness

  • 2/5 will acquire a Critical Illness
  • 1/3  will get cancer in their lifetime
  • 1 time lump sum tax free payouts

 


Danielle’s SOS Bookkeeping Services Provides Corporate Accounting, Full Cycle Corporate Tax, Small business tax planning, Personal Tax & Bookkeeping Services to the following areas:
Edmonton, Leduc, Wetaskiwin, Fort Saskatchewan, Spruce Grove, Sherwood Park, Stony Plain, Devon, Beaumont, and all rural areas in and around Edmonton.