Skye Planning Group Inc.
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Skye Planning Group Inc.
(In business since 2008)
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Our last report about this business indicated Accreditation with Better Business Bureau. BBB Accreditation and Rating Information updates may be delayed by up to 24 hours. Check the link and notify us if the business is no longer BBB Accredited.
About
Tracy L Duff is a University Graduate and a Certified Financial Planner who has been helping people set and achieve their financial goals since 1998. Whether it is to become debt free, understanding where a person should be invested, or advice for managing what your business needs to retain employees, ...we are known to be the best referral to help with your personal and business plan for the uncontrollable risks of death, disability and tax.
The first goal is to help our clients achieve appropriate debt levels while assisting with short term savings. Once debt is managed, we proceed with an outline to reach a desired investment portfolio to sustain a lifestyle for later years in life. See More at their website. http://www.skyeplanning.com/about
Business Detail
People working with a Professional Financial Planner usually have a better chance to reach their goals personally and in business. We provide personal risk products and solutions to protect your family and business in the event of illness, disability and death.
Possible Solutions
See All Plan Types See All Provincial Trade Areas See All Business Categories
Our Ideal Client
Our ideal client can be a young family buying their first home, having children and learning to save for future purchases or a mature couple nearing retirement with plans for their future but in need of a guide.
We also work with businesses; reviewing shareholder agreements, providing employee retention solutions (group savings/pensions, Heath & Dental plans as well as disability insurance) and for those looking to exit their business we have a team of advisors we work with to walk you through the process.
Affiliations
North Saskatoon Business Association - http://business.nsbasask.com/list/member/skye-planning-group-inc-saskatoon-592
Better Business Bureau https://www.bbb.org/ca/sk/saskatoon/profile/financial-services/skye-planning-group-inc-0167-16512
Credentials

Required Licensing for our trade area and category is currently in place

Legal Requirements for our trade area and category is currently in place

Advertised Name of business is legally registered by owner

10 or more years in business

5 or more years in business

3 or more years in business

Our business guarantees all credentials listed in our profile is accurate

We have a complaint process in place direct to the owner of the business
Reviews
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Categories
Financial
Services, Cash Flow Management, Critical Illness, Disability Insurance, Estate Planning, Financial Planning, GIC Options, Leverage Loans, Money Coaching, Retirement Planning, RRIF Options, RRSP Products, Tax Planning, TFSA Options
Regions
Saskatchewan
Saskatoon, Saskatoon Trade Area, Warman Trade Area
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