We're focused on you

Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.

We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use the Canada Life planning process, which is based on the four cornerstones of financial security. It is a process designed to help you:

  • Better understand what financial security means to you by reviewing your current situation and defining goals
  • Identify and discuss any roadblocks to achieving your goals and analyze your situation
  • Identify any gaps and build a plan to help you achieve your short- and long-term goals and dreams
  • Review and monitor your financial security plan regularly to help ensure it continues to meet your changing needs

Contact Us Today

Do you have a question about insurance or investing? Reach out, we would love to help!

Working With You

So much more than money... A bigger, brighter future

_________
 

Let us help you plan so you can focus on what really matters. Creating financial health to help you make smart, informed choices around spending, investing and saving. Money can be complicated. Let us help you figure it out. Tracy and her team work with people from all walks of life on many different journeys. At Feher Financial we understand that your life is about so much more than money.

Tracy Feher, QAFP, BA

Financial Security Advisor
Investment Representative

Recent Posts

Insurance basics for kids

Nov 30, 2023 - Canada Life

Insurance may seem like a complex topic to talk to your kids about. But sharing basic insurance concepts can help prepare your kids for the future....

Read more

Investing basics for kids

Nov 28, 2023 - Canada Life

It might seem odd to talk to your kids about investing, but by introducing the topic early, you prepare them for financial decisions they’ll need to make as adults....

Read more

Dividend investing

Nov 27, 2023 - Canada Life

To diversify and balance your portfolio, you may want to consider dividend investing. This strategy can help reduce volatility in your portfolio....

Read more

Needs versus wants

Nov 23, 2023 - Canada Life

Helping your child understand the difference between needs and wants will help them as they learn to manage their own money....

Read more

Teach your kids how to budget

Nov 21, 2023 - Canada Life

Learning how to budget is a core financial skill that will set your child up for future success. It’s never too early to start....

Read more