Financial Planning

Financial Planning Services

 

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

Jerry Zakariasen and his team bring over 25 years of financial experience to his clients. Jerry takes the time to help you really understand the various options available to manage your money and grow your investments. He ensures you see “the big picture” from many different angles, before delving into the small details that are all part of an effective financial plan.

  • RRSP Portfolio

  • Education Savings

  • Home Ownership

  • Life Insurance

  • Retirement Planning

  • Reduce Taxes

  • Private Wealth

Commitment and dedication to a future goal is what connects our business to our clients and their families. Offering a wide range of investment services, we follow a disciplined approach to assess the full picture, analyze the options, and continuously monitor the progress towards your financial goals. We can help you:

  • Get you on track to home ownership

  • Optimize your investment portfolio

  • Create distinct plans for education savings

  • Reduce your taxes and channel your tax refunds efficiently to build your future

  • Plan for Life Insurance “what ifs” - disability, critical illness, or premature death

  • Retirement Planning

When choosing a financial advisor TRUST is the most important factor. Jerry works hard to earn your trust. He carefully considers your needs, goals, and dreams to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.

Discover financial solutions for all stages of your life. If you would like more information on how we can help you live your dream, complete the following form to meet Jerry for an initial no-obligation consultation.

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Lifetrek Financial Group

4220-98 Street, Suite #202

Edmonton, AB T6E 6A1

Business: 780-988-6564