No matter your age or life stage, let's make a plan tailored to you.

What Can I Help You With?

Life and Group Insurance * Health Benefits * Retirement Planning * Education Savings Plans * Investing * Debt Consultation

It's About Peace of Mind

What We Offer

  • Registered Education Savings Plans
  • Retirement Savings Plans and TFSA's
  • Life, Disability, Critical Illness Insurance
  • Group Insurance & Benefit Plans
  • Cash Flow and Debt Consultation
  • Segregated Funds
  • Simple, Holistic Advice To Bring It All Together

Planning Your Future

With over 10 years industry experience, I create personalized plans to meet both your short and long-term financial goals.

Have questions about investments, cash flow, retirement and/or insurance protection?

I am licensed and educated to work with you, as an individual, family or company, to build a customized portfolio that is tailored to your needs, and your budget.


No matter what your goal, I'm here to help.

Why Marissa?

Having a dedicated person you can count on to make sure your money is working for you, and that your family is protected, is exactly what I do.  

Never have to worry about employee turnover again.  I am only a text or email away and will answer your questions at any time. 


As an independent advisor, I have access to numerous reputable insurance and investment companies, allowing us to chose the product that is the absolute best for you.  I build the box for you, not you for the box.


In today's world, it's all about convenience! 

Call, text, email or social media- however you are comfortable, I am there for you!

I also have the ability to do planning and applications from the comfort of your home. Whether it be face to face or screen to screen.

I am licensed in both Alberta and Saskatchewan, so distance is not an issue!


I work with people from all difference walks of life and am highly committed to my clients absolute well being.


Subscribe

Sign up to receive our emails, keeping you informed on financial trends and tidbits to improve your financial health.

Let's Chat!

Marissa Epp - Financial Advisor

Rosthern, Saskatchewan

306-349-9070

Always Here To Help

If you are in Saskatchewan or Alberta, please feel free to contact the office about any financial planning concerns you may have.  


However you like to do business- Call, Text or Email:

T 306.349.9070

marissa.epp@gmail.com