Loretta has enjoyed helping others achieve financial success in a variety of ways since 1994. Starting out on the banking side of the industry, she realized her passion for financial planning. After taking time off to be with her children, Loretta returned to her career full-time in 2007 and joined BlueSky Financial Planning as an Associate Advisor in mid-2008. Loretta has excellent listening skills and takes great pride in working with her clients to achieve their financial goals. Loretta enjoys working with young adults and families starting out on their financial journey. As a Financial Advisor, she can help people achieve financial independence. Loretta values keeping up to date with changes in the dynamic and ever-changing investment industry. As such, she has completed the Canadian Institute of Financial Planners Course, Investment Funds Institute of Canada’s Canadian Investments Funds Course, Life Licensing Qualification Program, Labour Sponsored Investment Funds Course, and Branch Manager Course. With this wealth of experience she is able to provide her clients with the best possible assistance on all of their investment and insurance needs. Our Belief in Giving Back The BlueSky Financial Planning team is committed to giving back to their community and volunteers for various worthy organizations including the United Way Day of Caring, Habitat for Humanity, Adopt a Family for Christmas and Advocis’ Annual 65 Roses Golf Tournament for Cystic Fibrosis. More about Loretta Loretta spends many hours at the rink watching her daughter play ringette and also volunteers in several capacities with the Regina Ringette Association. She also spends time doing many outdoor activities with her husband, son and daughter such as camping, fishing and hunting. Loretta enjoys heading up to North Eastern Saskatchewan to spend time with her family and friends.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.