780-909-3993 / 780-428-8585 ext. 4252
Marlene P. Simmons, RRC, FSA, EPC

For families and individuals

Insurance

Along with helping you build and manage your investments, I can help you choose insurance to help reduce financial risk to you and your family.

  • Individual life insurance
  • Disability insurance
  • Critical illness insurance
  • Health and dental insurance

Investments

Whether you're saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, I can help you create an investment portfolio that fits your needs.

  • Mutual funds
  • Segregated fund policies
  • Guaranteed interest options and payout annuities