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Dan Bastian Financial Advisor

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Canada
Lethbridge, AB
Dan Bastian Financial Advisor

Rrsps, resps, TFSA, life insurance, etc. RRIF (Registered Retirement Income Fund) plans are used to generate income from savings accumulated with your RRSP.

INVESTMENT SOLUTIONS & TAX EFFICIENT STRATEGIES
We will help you find the right solutions for your investment portfolio. Through our diverse range of options we can assist you with making the right decisions when trying to determine proper asset allocation to maximize your expected returns while minimizing the risks involved. With proper guidance and investment we can help to create a portfolio t

hat will both suit your needs and secure your financial future. RETIREMENT PLANNING
Through investing in RRSP’s and RRIF’s we can help you achieve financial independence and a steady stream of funds for retirement. RRSP (Registered Retirement Savings Plan) investments have a number of benefits including tax based advantages and more. Ask your agent for more details regarding either of these options. EDUCATION PLANNING
RESP (Registered Education Savings Plan) allow you to save for beneficiaries with future schooling needs. There are currently 2 different types of RESP available. Family plans allow you to name more than one beneficiary – with some restrictions. Specified plans are essentially used to name a single beneficiary. TAX FREE SAVINGS ACCOUNTS
A TFSA (Tax Free Savings Account) is a registered, flexible, all purpose option for your savings. These types of accounts allow Canadian residents 18 years of age or older to contribute up to $5,500 annually as a tax free investment. TFSA can be utilized in conjunction with RRSP and RESP for greater benefits. FINANCIAL PLANNING & ADVICE
Speak with your agent for helpful information and advice on how to best utilize your earnings for future savings. Our professional, educated, and friendly agents can assist you with selecting the right product, service, or investment strategies to meet your goals.

11/11/2024

Thank you!!!
We will never forget!❤️

11/06/2024

This is why the Leons showroom will be closed for a while 😬😳😞

11/04/2024

‼️‼️‼️ATTENTION ‼️‼️‼️

Leons Lethbridge showroom will be closed for the foreseeable future!!! 😔

Warehouse and pickups and deliveries are still open and operating as normal.

If you have any questions feel free to message me!!

10/31/2024

***Update: 13 Potatoes taken 🥔😂***

Kids are getting spoiled over here!!! 😜🥔

Candy or Potato? What will they pick? 🤷‍♂️

10/23/2024

Go check out this fun market this Saturday!!! 🎃👻🧙‍♀️💀🦇

10/04/2024

My daughter is making and selling bracelets to raise money for her band trip in the spring!!

She has a brand new Instagram page Hannah_beads.yql
Go check it out and give it a follow!!

Lots different styles and sizes available and custom orders welcome!!

Bracelets are $7 each

09/04/2024

First Day of Grade 10 and 7 for these two!!

Have an amazing day and year!!🫶
Love you lots!!!!!!❤️

08/30/2024

RIP Johnny!!!!! 😭😭

So unbelievably terrible!!!!

08/26/2024

AMAZING Deal!!! 😲

Genuine Leather sectional regularly $2400 for only $895..... while stock lasts!!!

08/22/2024

My daughter is making and selling bracelets to help raise money for her band trip to New York!!!

They are $7 each!! If you would like to purchase any please comment or send a message!! 😊

08/19/2024

😬😬

08/18/2024

RIP Buckshot 😢

Address

1921 Mayor Magrath Drive S
Lethbridge, AB
T1K7E9

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