Sustrate Strategies
Box 11 Site 6 RR2 T0E0N0 Duffield, AB, Canada

This article explains one of the main reasons I like to offer Segregated Funds as an investment option. There are a few other reasons like maturity and death benefit guarantees which this article does not talk about but bypassing the estate and protecting your money from creditors, gifting the money directly to the beneficiaries swiftly and not getting tied up for years to come as well as keeping this information out of the public eye when your will goes to probate and become...s public knowledge makes segregated funds very attractive. If you would like to book a meeting to see if Segregated Funds would be an option for yourself for the investments you already have or that you would like to start saving into I'd be happy to help. You can book an appointment with me via message here or you can visit my website at www.sustratestrategies.com and book online. See more

Thank you all for such an amazing year! I would like to wish you all a Merry Christmas and Happy New Year! I hope it’s a magical time for you! Today, I am baking, wrapping presents, drinking eggnog and feeling grateful. I am so looking forward to seeing you all in the New Year!

Here are the two sides of me. Balance. Covid really helped me to try to make my life more balanced so that all parts of me are fulfilled; right brain and left brain. I’ve been managing my own insurance and investment business most of my adult life coming up on 12 years. I love it and I am very passionate about it! It is very left brained work. I spent most of those 12 years devoting long days to this career but my artistic side suffered. I was always creative as a child and I... gave that up when I started Sustrate Strategies. This year the way my business operated shifted. I didn’t have to spend 4-6 hours on the road everyday. I could streamline my work to just online appointments and it bought me time. So I decided to try doing something new with my extra time; flower farming. My heart is bursting with gratitude that I am finally able to achieve both things I absolutely love and that really fill my cup. I hope even in all the challenges this year has brought that you were able to find a part of you that you never knew existed or never had time for. Life is short. Follow your heart. #followyourheart #balance #gratitude #flowerfarming #insurancebroker #supportlocal #findtimeforyou #behappy #yougotthis See more

I mentioned earlier that I helped a lovely young woman figure out her spending habits and created a budget with her that she feels in control of and good about. This budget will help her reach her goals of paying for her course and paying off her debt in 10 months while still allowing herself some luxuries. The one thing that really stood out to me is her credit card was charging her $10 a month for protection on her $1000 credit card. $10 to cover $1000!! I could get her 100...k for $11! That 100k would pay off her car loan, unsecured loan, credit card and still have lots left over! If you are paying for insurance on all your debts you are likely paying way to much. You can call me for an insurance quote to see if I can save you some money and get you better coverage. You can message me here or contact me to book an appointment via my website at www.sustratestrategies.com #savemoney #payoffdebt #bettercoverage #education #insurance #broker #parklandcounty #supportlocal #letsdothis #yegbroker #alberta #insurancebroker See more