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Benefits of Consolidation

Benefits of Consolidation

by Brunelle Financial Planning Group Ltd. | Oct 31, 2025 | Blog, business owners, Family, farmers, financial advice, financial planning, insurance, investment, Professionals, retirees

When putting together your financial plan, there is no question about the benefits of consolidation. It’s common to have your finances all over the place. Savings at the bank, investments with several financial institutions, retirement savings at another. The...
6 Steps to Retirement Success

6 Steps to Retirement Success

by Brunelle Financial Planning Group Ltd. | Aug 31, 2025 | Blog, business owners, Family, farmers, investment, Professionals, retirees

 Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success.Have a written plan which merges life priorities with financial resources.Consolidate your income-producing assets with one advisor.Layer different sources of...

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Mark Brunelle, CFP, CLU, CHS

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169, 3-11 Bellerose Dr.
St. Albert AB T8N 5C9

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(780) 460-4249

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     All mutual fund products sold through Portfolio Strategies Corporation. Insurance products sold through Brunelle Financial Planning Group Ltd. Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Portfolio Strategies Corporation. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

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