Jayson McHattie

Jayson McHattie A Certified Financial Planner since 2003, providing wealth management services to his clients including financial planning, investment and insurance advice

He offers mutual funds through Portfolio Strategies, a Calgary-based mutual fund dealer, group benefits with Chamber of Commerce serving mainly central Alberta, and Life and Disability insurance through various life insurance companies.

Rocky ChamberChambers Plan - Prairie Region Great day out at the Rocky Chamber Trade Show. Thanks so much Michelle Meath...
05/05/2024

Rocky ChamberChambers Plan - Prairie Region Great day out at the Rocky Chamber Trade Show. Thanks so much Michelle Meatheringham

11/28/2021

Let’s go RIDERS!!!

12/21/2020
07/02/2020

Enter to win our “Back to Business Contest” !

Small businesses are built on the dreams and determinations of the owners, the hard work and commitment of their employees, and the support of the community. We recognize the past few months have been very hard on small businesses, and this summer we want to recognize four local businesses who make their community a better place to live and work!

For details visit our contest website: http://get.chamberbenefits.ca/back-to-business/

06/15/2020

Wednesday, June 17 at 1:00PM EST / 10:00AM PST Join leadership coach and author, Keith Macpherson for an exploration into mindfulness in relation to effective creative leadership. Studies have shown that regular mindfulness practice promotes self-regulation and empathy. It also reduces stress, anxie...

11/04/2019

Do your heirs expect to inherit an old homestead property, a family cottage, a residence, your farm, an art collection, furniture, or business shares? They may have to be liquidated by the estate, perhaps at a loss, to pay any existing tax liability. Life insurance can pay tax-free benefits, can sid...

10/28/2019

How banks view lending money to business owners. Banks follow established rules, which include asking a business owner to collateralize a loan, not just with business assets, but also with personally owned assets, such as a principal residence and cottage. Collateralization can include requesting a....

10/21/2019

Many business owners face a common question of how to effectively sell their business to a partner, employee or another interested buyer should something happen to them. A buy-sell agreement might be the solution, but it is important to set up a buy-sell agreement while you are alive and capable of....

10/14/2019

Investing is the strategic planning process, not the final goal It is important to realize that investing is not the goal. The goal is based on a future result that you aim for using mathematical calculations. Investing is what you do in the meantime while facing a multitude of circumstances in the....

10/07/2019

Life insurance can ensure estate-planning tactics Prominent in the ’90s, the term “estate bond” is an old concept of the life insurance industry that mathematically proves how life insurance can protect and transfer certain assets that may otherwise be left vulnerable to market-related ero...

Address

77 Downing Close
Red Deer, AB
T4R3K1

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