PLAN
PREPARE
PROTECT
ASK US HOW WE CAN COVER YOU IF YOU RODEO OR PARTICIPATE IN HIGH RISK ACTIVITIES
MY MISSION
Morgan Metz - Financial Coach & Risk Management Specialist
I grew up in rural Saskatchewan around farming and ranching and small business. I love family farms and family businesses. I think that they are the backbone of our country and the people that run them still hold many values that I think our world could use more of. I come in to simplify cashflow and tax advantaged business planning which helps these farmers and business owners find more money in their budget. This allows them to build a fence of protection around their families and assets and increase their net worth in a simplified and empowering way so that they can get back to doing what they are best at with confidence that they have a plan for their finances.
.png)
Growing up around farming, ranching and serial entrepreneurship, I learned early on, the value of a good strategy and doing what you love with people that you love. I’m not another suit from the city, I’m a neighbor that will get in the trenches with you because I truly care about your families and your success. I understand agriculture and small business and my strength is in streamlining the financial planning processes to get you back to doing what you do. For farmers and small business owners, time is your biggest asset. Let’s use it efficiently!
I lead clients through a holistic discovery process to uncover what is most important to them. I utilize my experience working with a specific clientele to hand craft a plan for your situation. Once we have a plan, I will help you with a step-by-step process for implementation and empower you along the way with a team of experts behind me. This process leaves my clients feeling more like family, optimistic about the future, excited about their goals and secure in their plan.
Added benefits of working with me: less stress, more money & freedom, happier employees and a reduced tax bill.
WHY WORK WITH ME?
I HELP YOU PROTECT YOUR PAY CHECK, YOUR LIFESTYLE AND YOUR LIVELIHOOD
I KNOW THE INDUSTRY AND THE LIFESTYLE
I CAN OFFER COVERAGE TO YOU IF YOU RODEO OR PARTICIPATE IN HIGH RISK ACTIVITIES
I CAN HELP YOU WITH DAY TO DAY EXPENSES LIKE PRESCRIPTION AND DENTAL PLANS
I CAN HELP YOU FIND MORE MONEY IN YOUR BUDGET TO REDUCE STRESS AND HELP YOU BUILD A PLAN TO START CREATING WEALTH
I WORK WITH SEASONED PROFESSIONALS AND EXPERTS TO ENSURE THAT YOU ARE GETTING THE BEST SOLUTION FOR YOUR SITUATION.
HOW CAN I HELP?
COACHING
As A Coach I'm Here To Help You:
​
Build A Cash Flow Plan
​
Get Out Of Debt
​
Reduce Relationship Stress Around Money
​
Save Money For Goals, Fun & Retirement
​
Build A Better Relationship With Money
​
Tax Advantaged Strategies
​
Planning
​
INSURANCE
.png)
Disability Insurance
Accident Insurance
Sickness Insurance
Mortgage Life Insurance
Term Insurance
Whole Life Insurance
No Medical Life Insurance
Critical Illness Insurance
Cancer Treatment Insurance
BENEFITS
.png)
Group Insurance and Benefit Plans
&
Personal Benefit Plans covering:
-Dental
​
-Prescriptions
​
-Travel
​
-Practitioner Coverage
​
-Vision
​
​
Proudly serving British Columbia, Alberta, Saskatchewan, Manitoba & Ontario
Even if you are not a cowboy, cowgirl, rancher, or farmer, we can get you covered! We have coverage to keep you protected at work or at play! In any accident whether in a truck, car, tractor, motorcycle, ATV, boat, on a horse, while hunting, fishing, or participating in any sport or recreational activity!
"Morgan is wonderful to work with. She really helped me understand what I needed for my specific circumstances, and what I did not need. She's honest, integral, knowledgeable and very well versed in the industry."
Hailey K - Edmonton, Alberta
