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Wascana Financial Group photo
Wascana Financial Group photo
Wascana Financial Group photo
Wascana Financial Group photo
Wascana Financial Group photo

Wascana Financial Group

Address: 2350 Lorne St, Regina, SK S4P 2M9, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Investment Advisory TFSA Setup $100 - $150 Call to Book
RRSP Planning $150 - $200 Call to Book
Portfolio Review $75 - $125 Call to Book
Financial Planning Retirement Planning $150 - $250 Call to Book
Tax Strategy Consultation $100 - $175 Call to Book
Budgeting Assistance $50 - $100 Call to Book
Insurance Services Life Insurance Consultation $100 - $200 Call to Book
Health Insurance Guidance $75 - $150 Call to Book
Group Insurance Plans $200 - $300 Call to Book

What people love

From reviews
Recommend(6) Accommodating(3) Strongly recommend(2) Very knowledgeable(2) Very professional(1) Well informed(1) Very happy(1) Great work(1) Very helpful(1) So impressed(1)

About this business

At Wascana Financial Group, we take the time to build a relationship with each client. We know that financial planning is not simply about predicting finances. It is crucial to understand clients and their futures. We customize everyone's plan, no matter what you're planning for retirement or your future. Each program can be tailored to meet individual needs, be it education for your children or insurance. Wealth Optimization is a new technique that simplifies and centralizes financial planning. This plan is divided into four steps that will give you the assurance that you will accomplish your financial objectives. Our financial planning approach is full-service. Our clients may choose from a variety of insurance products to safeguard their families and loved ones. Retirement and investment planning are also available to help clients enjoy the financial life they desire for their loved ones and themselves.

Reviews Summary

Shane Clauson receives high accolades and recommendations as a financial planner in clients' comments. His clients admire him for being mindful of their needs and making investments a comfortable and even exciting adventure. Clauson has not only been available to answer money-related queries and provide advice but has also made the setting, design, evaluation and maintenance of plans very easy to understand. He is very hard working, and friendly that his customers spoke about his willingness to explain the investment process to their level until they understand. He has been handling their finances for years and his clients continue to seek him and bring a word of bridge to other potential investors. Clauson is a super reliable at his job, offering steps how to save money and grow finances. He is always on time to begin and update his customers' plans because the investors' finances are his primary concern. His intuition has helped customers secure their financial futures by only recommending investments that will be profitable to them.

Location & directions

Regina, Saskatchewan
Wascana Financial Group
Wealth Management Companies
Address
2350 Lorne St, Regina, SK S4P 2M9, Canada
Hours
Closed Now
Wascana Financial Group Reviews · 5.0 average
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