Donna Savard

Donna Savard

Company:

Beech & Savard Financial Services Inc. Sun Life Financial

Location:

Edmonton, AB
Canada
T6W 2Z8

Website:

http://www.sunlife.ca/donna.savard

Phone:

(587) 400-0036

Years in Business:
26+

Clientele:
Pre-retired, Self-employed, Professionals, Retired, Medical practitioners, Professional athletes, Caregivers

Languages:
English

Designations:

• CFP®
• 

Area of Expertise:
Insurance Planning, Investment Planning, Retirement Income Planning, Retirement Planning, Business Planning, Employee/Group Benefit Plans, Estate Planning, Business Transition Planning, High Net Worth, Multi-generational Family Service, Severance Planning, Succession Planning, Tax Planning