Jacobsen Financial

07/07/2025

WINNERS! Thank You Everyone for Stopping By The JFC Table at The Viking Farmers Golf Tournament! The Winner of the Taylor Made Golf Bag is: Andrew Kittle & the Winner of 4 Kick Off Tickets to BVJ 2025 was Chester Zemanek.

04/29/2024

Check Out the Site Upgrades.....Tool Kit, Subscription Options, Client Portal and Client Feedback Sections.
Let Us Know What You Think!

Financial Advisor Life Insurance Camrose

12/21/2023

08/31/2023

Jacobsen Financial is happy to be part of the Camrose Welcome Week. Check out this post for all sorts of FUN and FREE events. You do not need to be new to Camrose to take part, all are welcome!

05/01/2023

At Jacobsen Financial we provide a thorough review of your Employer provided coverages to ensure you have the coverage you need. If you have never explored insurance options outside of your work benefits plan, schedule a review with one of our Advisors.

Is your workplace insurance coverage enough to replace your income? Read more about replacing lost income with disability insurance.

02/27/2023

Check out this Info-clip for a brief summary of RRSPs vs TFSAs.

https://steph-jacobsen.thelinkbetween.ca/content/infoclip-rrsp-vs-tfsa

RRSPs and TFSAs, both sound investment options, but how are they different and which one is the right fit for you and your savings goals today? Watch this video to learn more.

02/09/2023

Manulife's Life Lessons Scholarship Program is for Canadian students who’ve experienced the death of a parent or guardian with little to no life insurance. Manulife is awarding multiple $10,000 scholarships for the September 2023 semester. Applications are open now through March 31. For more information please visit: https://www.manulife.ca/personal/plan-and-learn/life-events/life-lessons-scholarship.html #2022-recipients

Disclaimer: Jacobsen Financial is not part of the scholarship committed, we are simply sharing the information for those who may be interested.

The Manulife Life Lessons Scholarship is for students in Canada who have experienced a death of a parent or guardian with little or no insurance coverage.

01/04/2023

Ever wondered how Canadians are taxed, or what the Federal Tax Brackets are? Click the link to view 'Your 101 on How Canadians Are Taxed' for more info.

https://steph-jacobsen.thelinkbetween.ca/content/your-101-on-how-canadians-are-taxed

Jacobsen Financial is offering FREE Financial Literacy Sessions beginning this month. See our poster for registration details. We look forward to seeing you!

Tax season is almost upon us. Now is the time to look at your tax efficiencies for the year. How are Canadians taxed and is there a way for you to reduce your tax liability? Read this article to learn more.

12/13/2022

To our valued clients,
We will be taking some time off over the holidays and will be Appointment Only from Dec. 19 to Jan. 6.
From all of us to all of you,
Merry Christmas & Happy New Year!