Chantelle Broughton - Sun Life Financial Advisor
Care that adapts as needs change.
Retirement and pension planning.
Expect complex financial concepts explained in plain, accessible language
expect complex financial concepts explained in plain, accessible language
What families look for first.
Who this may be right for.
Good fit for
- Retirement and pension planning
- Clients with little prior investment knowledge
Ask first if
- Clients note she listens first and tailors plans to individual goals rather than pushing a one-size-fits-all approach
- Dissatisfied advisor relationship
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Lethbridge families.
Lethbridge, AB
Questions families actually ask.
What types of financial planning does Chantelle Broughton specialize in? +
Based on reviewer feedback, Chantelle assists clients with retirement planning, pension navigation, investment strategies, insurance, and overall wealth management. Multiple reviewers specifically highlight her help with tax-efficient retirement savings.
Is Chantelle Broughton easy to communicate with and reach? +
Reviewers consistently describe her as prompt with replies, approachable, and patient when answering questions. Several clients note she explains financial concepts clearly without using confusing jargon.
Is this advisor suitable for someone who is new to investing? +
Multiple reviewers with little investment background say Chantelle takes the time to ensure they fully understand their options and feel comfortable before making decisions. Her personalized approach is frequently cited as a strength for first-time investors.
Does she work with multi-generational families? +
At least one reviewer mentions that after moving their own investments to Chantelle, their adult child also began investing with her, suggesting she is comfortable working across generations within the same family.
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