Holiday Hours

The office will be closed December 21st to (and including) January 2nd.  See you in the New Year! 

It's That Time of Year!

If you invested 8 years ago, you may have Golden Opportunities (or SaskWorks) units that are mature.

That means an extra 32.5% Tax Credit is available to you!

No new money is required – you can “roll” up to $5,000 of your mature units to receive additional tax credits.

If you hold a Labour Sponsored Fund and would like to roll your mature units, reach out to us and we can help guide you through the process.

If you haven't heard of these funds and are interested in investing back into Saskatchewan and getting yourself a 32.5% tax credit, we can help!

Click here for more information, or give us a call.

 

 

1

Tracy Feher, QAFP, BA

Financial Security Advisor
Investment Representative

 

In our NEW location!

463E 15th St E 

 Prince Albert SK S6V 1G1

Mandi Court

Financial Security Advisor
Investment Representative

We're focused on you

Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.

We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use the Canada Life planning process, which is based on the four cornerstones of financial security. It is a process designed to help you:

  • Better understand what financial security means to you by reviewing your current situation and defining goals
  • Identify and discuss any roadblocks to achieving your goals and analyze your situation
  • Identify any gaps and build a plan to help you achieve your short- and long-term goals and dreams
  • Review and monitor your financial security plan regularly to help ensure it continues to meet your changing needs

Working With You

So much more than money... A Bigger, Brighter future.

Let us help you plan so you can focus on what REALLY matters.  Creating financial health to help you make smart, informed choices around spending, investing and saving. Money can be complicated. Let us help you figure it out. Tracy and her team work with people from all walks of life on many different journeys.  At Feher Financial we understand that your life is about so much more than money.

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