What can we help you with?
Darrell Peters
PFA™
Financial Advisor/Owner*
Mutual Fund Investment Specialist**
Thank you for visiting our website. Our team of professional staff is eager to assist you. We offer all lines of insurance, and our specialists can customize your insurance portfolio to meet your specific needs.
My insurance career started in Okotoks, Alberta in 2008. I thoroughly enjoy helping people build an insurance portfolio that provides the protection they require at a budget they can afford.
We look forward to seeing you in the office, talking to you on the phone, or corresponding through email. If you would like to arrange a meeting to discuss your personal insurance needs or if you would simply like a quote, please feel free to contact us.
Each client’s situation is unique and that's why we believe the face-to-face service our agency provides is so important.
Location
Rimbey
Tanya Sandford
QAFP™
Associate Financial Advisor*
Mutual Fund Investment Specialist**
My passion is helping parents with young families, farming families and business people with estate planning needs.
I am driven to help these people to avoid financial hardship should someone in their family fall ill, become disabled, or pass away. I don’t like seeing families lose their homes or farms when proper risk management and financial planning have not been completed.
When I was 14, my family experienced a house fire and lost everything. We had insurance, but the amount of coverage was inadequate. Shortly thereafter, I became involved in insurance and saw a huge need to make sure that as people's circumstances change, so should their insurance and risk management needs. As I spent more time in the industry, I began to see people lose their family farms when succession planning had not been properly completed. I saw people have to sell their homes when disability insurance purchases had been based on premium, rather than need. And when I had kids, my eyes were opened to the possibility of having to be the sole provider for more than just myself if my husband were to become disabled or pass away. I also know the struggles of trying to decide if you should save for retirement or keep money fluid with a young family. I see the need to view people’s situations from a 360-degree view. Now I enjoy being able to provide this type of service to people who are looking for advice and solutions that will work for them.
Location
Rimbey
*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.