Helping rural folks keep the farm, the finances, and the family
You work hard for your money. Understanding how to make it work for you,
protecting those you love and passing it on to the next generation;
I am THE specialist for farm families who want to make that happen.
I combine personal experience and agriculture expertise while advocating for the family farm, and those involved with it.
Marissa Epp, PFA
Professional Financial Advisor
With over 15 years industry experience, I have found my passion in helping people to be sure their family is protected, and that their financial affairs are in order. From farm succession planning to life insurance and retirement planning, I am here to help.
As a mother, and a rancher, it is in my nature to find out your goals and truly develop the relationship. I understand people want a person they feel comfortable with. That will talk to them, not at them. And that's what I'm here for.
I'm also all about convenience. In your home, over the phone or via internet, every appointment is straight forward and within your schedule.
I am an independent professional advisor, meaning I can compare products and prices between over 25 different companies, for all of the services I offer. Always making sure you are getting the absolute best available and tailored to you.
I am based out of Rosthern, SK, however I am licensed in British Columbia, Alberta, Saskatchewan, and Manitoba.
Solid honest advice. Always.
Prepare yourself for the present, and the future.
Although I specialize in farm succession planning, I am also equipped and experienced to help with many of your day to day financial planning needs.
Mortgage Life Insurance
Whole Life Insurance
Universal Life Insurance
Seniors Life Insurance
Guaranteed No-Medical Insurance
Children's Life & Critical Illness
Registered Education Savings Plans
Retirement Savings Plans
Tax Free Savings Accounts
Non Registered Investments
Corporate Non Registered Accounts
Guaranteed Investment Certificates
Benefits & Travel
Group Insurance & Benefit Plans
Personal Benefit Plans
Health Spending Accounts
Marissa is my go to girl for anything financial! She is down to earth and puts her customers needs first, and takes the time to answer any questions I have. I would highly recommend her to anyone and everyone!
Contact me to get your money working for you.