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Sharp & Secure Financial
As a private financial and insurance broker I pride myself in finding you the best options by offering you access to multiple solutions and comparisons through a variety of well known financial companies.
Specializing in working with individuals, families, and business owners and passionate about financial education, planning, insurance protection, savings/wealth accumulation and growth! Let me guide you by working together so we can address the risks and life events that are relevant to your situation and important to you! I'll teach you the finacial strategies and assist you with acquiring the information needed to make informed decisions regarding your finances.
There is no charge or fee to work with me at Sharp & Secure Financial as I believe,
"Knowledge is Key and Knowledge is Free"
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About Me
Finances play a big role in our lives, but when we don’t really know how they work, let alone how to make them work for us, then it can be really confusing and stressful. I passionately believe that “Knowledge is Key & Knowledge is Free!” Which is why I am dedicated to helping everyday Canadians expand their financial literacy through personalized guidance and support. Our Mission at Sharp & Secure Financial is to work together with you, to identify what goals are import to you, and support you on your individualized journey to accomplishing those goals!
No matter what your financial standing / life stage, understanding how money works is extremely important, and it's never too early or too late to stop wingin’ it and get serious about your finances! From just getting started in early adulthood, buying a house, starting a family or a business, planning for retirement, transferring funds / money management, or planning / investing for generations to come, you’ve come to the right place! As an Individual Financial Advisor and Personal Insurance Brokerage, I have no quotas to meet – this means that you, your wants and goals are the priority – Exactly how it should be!
Proudly serving, all BC residents, from the comfort and convience of their own homes via Zoom (E-Video call). Additionally I do in person mobile appointments for client's located in Kamloops, including once the kids are in bed!
Get in touch now for a free consultation by clicking the tab below.
Sincerely, Sarah Sharp - Licensed Life and Health Insurance Agent and Financial Advisor
Complimentary Consultation Request
WHAT TO EXPECT
Free Consult is a 30 min Zoom meeting
Quick and valuable presentation on personal finances