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Regardless of where you are at in life,
everyone
deserves a great financial plan.

Spectre Financial Financial Planning Consultation

Financial Planning Can Be Stressful, Let Us Help.

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Insurance

  • Life Insurance

  • Disability Insurance

  • Critical Illness Insurance

  • Travel Insurance

  • Long Term Care Insurance

  • Annuities

  • Health Benefits

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Investment

  • RRSP's

  • RESP's

  • RDSP's

  • Non-Registered Accounts

  • TFSA's 

  • FHSA's

  • Pension's

  • GIC's

  • Segregated Funds

  • Mutual Funds

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Other Services

  • Banking Services

  • Investment Loans

  • Group Benefits

  • Group Retirement Plans

  • Corporate Financial Planning

  • Tax Planning

  • Estate Planning

A tailored approach to finances

Spectre Financial Insurance and Wealth Management Services

Whether you're just starting your career, planning for retirement, navigating a major life event, or seeking to optimize your investments, we've got you covered. Our team of experienced financial advisors is dedicated to understanding your individual circumstances, assessing your risk tolerance, and crafting a comprehensive financial plan that aligns with your goals and aspirations.

Insurance & Investments - all under one roof

Spectre Financial Retirement Planning Solutions

We understand that managing different aspects of your financial portfolio can be overwhelming. That's why we offer a full suite of services to address your insurance, investment, and lending requirements. Whether you're seeking to protect your loved ones, grow your wealth, or secure financing for your dreams, we have the expertise and solutions to help you achieve your goals.

Sean Penhale

President

"Growing up in Rural Alberta, I was fortunate enough to come from a family that had open discussions about money.  Just as any hard-working Canadian family, we had our struggles, sometimes there was more month than money. 

 

I fell in love with teaching financial concepts to Canadian families and business owners, helping them understand the options they have in reaching their financial goals.  After more than a decade, that passion continues to burn."

Sean Penhale, President of Spectre Financial
Spectre Financial Life Insurance Consultation

Experience the Convenience of a Comprehensive Financial Plan

Contact Spectre Financial today to schedule a consultation with one of our expert advisors. Together, we'll explore the possibilities, design a plan that aligns with your unique needs, and set you on a path towards financial freedom.

Claim your Personalized Consultation with one of our licensed professionals.

What would you like to learn about ?

What our clients say.

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