Stephen de Boon
Financial Security Advisor
I'm dedicated to working with you to manage the complexities of financial planning, and to help you and your family achieve your financial goals. This involves creating adaptive plans tailored to your needs. This includes retirement planning, estate planning, life insurance, education, and investment strategies.
I have over 14 years of experience in the energy industry as a team-lead. I have experience from this role in detailed planning, budgeting, and executing the completion of large-scale projects to a level of excellence that's transferred seamlessly into my role as a financial security advisor.
I was born and raised an Albertan. I take great pride in my province and I’m proud to be able to contribute to it and helping others that live here too.
I will treat your financial goals with the same care and interest that I devote to my own.
Contact me today to learn more
How key person insurance can help your business
Nov 15, 2022 - Canada Life
Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success....Read more
October 2022 market update
Nov 10, 2022 - Canada Life Investment Management Ltd.
Central banks take another shot at taming inflation...Read more
Planning for probate and estate administration taxes (excluding Quebec)
Nov 07, 2022 - Canada Life
Six effective probate planning strategies to consider when discussing your clients overall estate plan....Read more