Skip to main content

  • Home
  • About
  • Products and Services
  • How We Work
  • Contact

About

    You are here

  1. Home
  2. About

About

Blue Whale Financial Solutions Inc., operating in the insurance and investment industry, is a holistic financial services firm offering wealth creation, protection and management strategies for families and businesses throughout Saskatchewan, Alberta and British Columbia. We have created a team of financial professionals to work collaboratively with each client.  The focal point of the work is to provide simple but effective wealth management strategies for clients to implement. 

The holistic approach employed by the Blue Whale Team benefits individuals by implementing creative tax and investment strategies while mitigating potential risks with an insurance solution.  This same process helps business owners, and their staff, by developing business succession plans, money management strategies and designing employee benefit and retirement savings plans. 

In this industry it is critical to keep focused on what your purpose truly is and remember why it is you do what you do!  It is easy to get side-tracked or off course but with excellent leadership, guidance and support collectively, the team remains true to the vision that was created and to the values that have brought us together as one. 

Blue Whale Financial makes it a priority to invest back in to the community and back in to the business.  This way, we can continue to advise and guide an ever-growing number of people and lead them through their Blue Whale Story!

 

 

 Book an Appointment

 Contact Us

SL_CLR_RGB.png

 

 

Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.


Helpful Links

Sunlife.ca

Mortgage protection

Money for Life


Buy Coverage Online

Buy Personal Health Insurance

Buy Health Coverage Choice

Online purchase of Personal Health Insurance and Health Coverage Choice are not available in Quebec. Your advisor can help you apply.

Team members

Photo of team member

Joe Moffatt

Advisor, Sun Life

CFP®

Bio
Photo of team member

Jennie Aldworth

Associate Advisor, Sun Life

CFP®, CLU®

Bio
Photo of team member

Terry Sproat

Associate Advisor, Sun Life

Bio
Photo of team member

Fred Sunquist

Associate Advisor, Sun Life

CFP®, CFC, CLU®

Bio
Photo of team member

Kelly Binner

Associate Advisor, Sun Life

Bio
Photo of team member

Brenda Heath

Associate Advisor, Sun Life

Bio
Photo of team member

Sherilyn Chamberlain

Service Associate, Sun Life

Bio
Photo of team member

Kelli Jorgenson

Advisor Assistant, Sun Life

Bio
Photo of team member

Elysia Daniel

Advisor Assistant, Sun Life

Bio

Blue Whale Financial Inc.

We can identify opportunities and help you make informed choices for building and protecting your savings based on your goals and plans for the future.

Contact Us

 125 Ominica Street West, Moose Jaw, Saskatchewan S6H 1X1

 306-693-3088

 blue.whale.financial@sunlife.com

Life Changes. Make sure your plans keep pace.

Let's talk. Life's brighter under the sun.

  • Sitemap
  • Legal, privacy, security & fraud information
  • Advisor Websites Disclosure

© 2023 Blue Whale Financial Solutions. All rights reserved.

Website Design For Financial Services Professionals