Jayson McHattie

Jayson McHattie

Share

A Certified Financial Planner since 2003, providing wealth management services to his clients including financial planning, investment and insurance advice

He offers mutual funds through Portfolio Strategies, a Calgary-based mutual fund dealer, group benefits with Chamber of Commerce serving mainly central Alberta, and Life and Disability insurance through various life insurance companies.

05/05/2024

Rocky ChamberChambers Plan - Prairie Region Great day out at the Rocky Chamber Trade Show. Thanks so much Michelle Meatheringham

11/28/2021

Let’s go RIDERS!!!

12/21/2020
07/02/2020

Enter to win our “Back to Business Contest” !

Small businesses are built on the dreams and determinations of the owners, the hard work and commitment of their employees, and the support of the community. We recognize the past few months have been very hard on small businesses, and this summer we want to recognize four local businesses who make their community a better place to live and work!

For details visit our contest website: http://get.chamberbenefits.ca/back-to-business/

Do your heirs expect to inherit? 11/04/2019

Do your heirs expect to inherit? Do your heirs expect to inherit an old homestead property, a family cottage, a residence, your farm, an art collection, furniture, or business shares? They may have to be liquidated by the estate, perhaps at a loss, to pay any existing tax liability. Life insurance can pay tax-free benefits, can sid...

Can life insurance collateralize business bank debt? 10/28/2019

Can life insurance collateralize business bank debt? How banks view lending money to business owners. Banks follow established rules, which include asking a business owner to collateralize a loan, not just with business assets, but also with personally owned assets, such as a principal residence and cottage. Collateralization can include requesting a....

How does a Buy-Sell Agreement protect my business? 10/21/2019

How does a Buy-Sell Agreement protect my business? Many business owners face a common question of how to effectively sell their business to a partner, employee or another interested buyer should something happen to them. A buy-sell agreement might be the solution, but it is important to set up a buy-sell agreement while you are alive and capable of....

Want your business to be the top-listed Accountant in Red Deer?

Click here to claim your Sponsored Listing.

Location

Address


77 Downing Close
Red Deer, AB
T4R3K1