Helping you plan a bright future!
Insurance Protection
The most important part of preparing for the future is protecting it. My team and I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.
Investment/Retirement Income Strategies
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.
Mortgage Referrals
If you looking to buy a home or renew an existing mortgage? We work with a couple different companies and can work with you to find you the best fit for your new mortgage!
Business Strategies
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.df
My goal is to work with you to reach your ideal financial goals. Do you want to maximize your financial literacy and accelerate wealth accumulation while being financially bulletproof should anything unforeseen happen along the way?
Check out the financial services we offer by clicking the link below.
Have you ever considered becoming an independent financial services broker, work part-time and train with myself and my team.
My goal is to work with YOU to create a better quality of life for you and your family!
I actively onboard, train & license motivated individuals who want more out of life to work in the financial industry, which is among the highest paid industries on the globe. Society in general does not teach us proper financial and investment planning. My mission is to grow a large enough field force of well trained financial services brokers to properly educate people about their personal finances, insurance and investments then showing them what their options are. As well as giving them confidence with their money and enable them to reach all their financial & retirement goals. The question is, how much market share of that do you want to be yours? Remember: money is a tool that provides us options. I believe if there's enough good people in this world who have more money, we will all collectively do more GOOD with it and make this world a better place!
Take the risk out, keep your current job/career while you learn the industry. Get licensed and earn a secondary income. When it makes sense to transition full time you'll be trained & ready.
We need more professionals in the industry to properly service Canadians ensuring their financial security and retirement goals.
Work in the highest paid industry in the world. Control your time and income. Learn a new skill. Make a difference.
If you cannot find an answer to your question please contact us.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
Tell us more about your goals,
and we will help you get started on a plan to achieve them.
202- 9910 39 Avenue NW, Edmonton, Alberta T6E 5H8, Canada
Call/Text 780-953-8121 Email trahan@trahanpoirier.ca
Monday - Friday: 9 AM - 10 PM
Saturday: 9 AM -10 PM
Sunday: 10 AM - 9 PM
Trahan Poirier
202- 9910 39 Avenue NW, Edmonton, Alberta T6E 5H8, Canada
Copyright © 2024 Trahan Poirier - All Rights Reserved.
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