Shannon Bergseth, BBA*

Crowfoot West Business Centre, 300 - 600 Crowfoot Crescent NW Calgary, Alberta T3G 0B4
403-231-8600 ext. 2210

Born and raised in rural Alberta now living in Calgary, I've seen firsthand the diverse needs of many Albertan's. Whether you're a farmer, business owner, employee or self-employed, you are unique. And your financial plan should be too. I'll help you understand your financial situation, take time to explain things that might not make sense at first, and work together to with you to educate and empower you to create your financial success and freedom.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.