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PROTECTING YOUR
MOST IMPORTANT ASSET…

YOUR ABILITY TO

PRODUCE AN INCOME!

What is your greatest asset? YOU

YOU are the one who produces the income to pay your is in your hands. Learning about proper Health, Life,
bills and provide for your family. So, it is fair to say, your Critical Illness, Disability and Creditor coverages is the
greatest asset is YOU. first step to ensuring you are on the right path to financial
success.
At Platinum Tree, in the event of a injury or illness, we
focus on helping take the financial burden away while Clients we work with include individuals, families,
you, your spouse or loved ones are dealing with those business owners and incorporated businesses and we
uncontrollable life events. take pride in walking you through all your options.
Planning for the future is full of questions and unknowns. Education is the first step in building a wholistic plan that
Doing what you can to take charge of your financial future is right for you.

Platinum Tree Financial offers an array of services to assist you in helping make
crucial decisions about your future. Some of the services we offer are:

INSURANCE: BENEFITS
Disability and Creditor Insurance | Critical Illness Group Benefits | Health Spending Accounts
Life Insurance | Personal and Corporate Insurance Individual Benefits | Employee Retirement Benefits

INVESTMENTS FINANCIAL ADVICE
Tax Free Savings | RESP | RRSP | RRIF | Annuities Individual | Business | Incorporated | Retiring Planning
Estate Planning

AT PLATINUM TREE
FINANCIAL OUR GOAL
IS SUMMED UP AS E3 Sheri Issler
Platinum Tree Financial
PROVIDE QUALITY EDUCATION,
SO THAT YOU ARE EMPOWERED YOUR Insurance and
TO MAKE GREAT DECISIONS SO Financial Advisor
THAT YOU HAVE PEACE OF MIND 780-237-7047
TO ENJOY YOUR LIFE. sheri@platinumtreefinancial.ca
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