Independent Financial Advisor · SK & AB

Helping you achieve your financial freedom.

Boutique, independent planning for families, professionals, and business owners across Saskatchewan and Alberta. Sixteen years of quiet, careful work.

16
Years advising
2,000+
Families served
16
Carriers
DesignationsCFPCLUTEPCHSRRC

Who I work with

Boutique advice, for people who value their time.

Families

Protecting what matters most.

New generations

Starting on solid footing.

Incorporated business owners

Tax-efficient wealth building.

Professional corporations

Doctors, dentists, lawyers, engineers.

Self-employed

Consultants & independent professionals.

Retirees

Income and estate management.

High & ultra-high-net-worth

$1M – $5M+ investable assets.

Farmers & operators

Multi-generational ag wealth.

What I do

A complete planning toolkit — under one quiet roof.

Life Insurance

  • Term Life
  • Whole Life
  • Universal Life
  • No-medical / Simplified Issue

Living Benefits

  • Critical Illness
  • Personal Disability
  • Business Overhead Expense

Investments & Retirement

  • Segregated Funds
  • RRSP / RRIF / LIRA / LIF
  • TFSA · FHSA · RESP
  • Non-registered · Annuities

Group Benefits

  • Health Spending Accounts

Advanced Planning

  • Corporate-owned life insurance
  • Buy-Sell & Key Person
  • IRP · IFA strategies
  • Estate Equalization · CDA

Estate & Tax

  • Estate Planning
  • Tax Planning Coordination
  • Charitable Giving
  • Probate Minimization

Independent

We shop the Canadian market on your behalf.

No house brand. No quotas. Just the right fit from sixteen of Canada's leading carriers.

Canada Life
Assumption Life
Beneva
BMO Insurance
CPP
Desjardins
Edge Benefits
Empire Life
Equitable Life
Foresters
Humania
iA
ivari
Manulife
RBC Insurance
Sun Life

How we work

Four steps. No pressure. No surprises.

01

Discovery call

No cost, no obligation. We talk about what matters to you.

02

Needs analysis

I review your full picture: income, taxes, family, business, goals.

03

Strategy & recommendations

A clear plan in plain language with multiple carrier options. Access to a High-Net-Worth Advanced Case team.

04

Implementation & reviews

Annual reviews at minimum — and I'm always available between.

About

Sixteen years. Two thousand families. One quiet promise.

I've spent the past sixteen years sitting at kitchen tables and boardroom tables across Saskatchewan and Alberta — helping families, professionals, and business owners shape plans that actually fit their lives.

My approach is independent, unhurried, and deliberately boutique. I'd rather know fewer clients well than chase a roster. Every plan is built around your numbers, your people, and your goals — not a product shelf.

Outside of work, you'll find me with my family, somewhere outdoors, or quietly supporting the community that has supported my practice all these years.

Based in
Saskatoon, SK
Licensed
SK · AB
Through
HUB Financial Inc.

In their words

What clients say.

"Deah listens first. Her plan made sense the moment we saw it — and it has held up beautifully through two big life changes."
Family client, Saskatoon
"As an incorporated professional, I needed someone who understood tax and corporate insurance. Deah was the first advisor who actually did."
Dentist, Regina
"Quiet, thorough, and genuinely on our side. Our family has worked with Deah for nearly a decade."
Multi-generational client

Common questions

Answers, before you ask.

Get in touch

Book a discovery call.

A quiet conversation. No paperwork, no pitch — just a chance to see if we're a fit.

Your information stays with Deah. It's never sold or shared.