Skye Planning Group Inc.  logo
Plus profile

Skye Planning Group Inc.

Saskatoon, Saskatchewan

From Safe & Trusted

What to know

See Current Application

About Skye Planning Group Inc.

Tracy L Duff is a University Graduate and a Certified Financial Planner who has been helping people set and achieve their financial goals since 1998. Whether it is to become debt free, understanding where a person should be invested, or advice for managing what your business needs to retain employees, ...we are known to be the best referral to help with your personal and business plan for the uncontrollable risks of death, disability and tax.

The first goal is to help our clients achieve appropriate debt levels while assisting with short term savings. Once debt is managed, we proceed with an outline to reach a desired investment portfolio to sustain a lifestyle for later years in life. See More at their website. http://www.skyeplanning.com/about
Business details
People working with a Professional Financial Planner usually have a better chance to reach their goals personally and in business. We provide personal risk products and solutions to protect your family and business in the event of illness, disability and death.
Services and solutions
Our ideal client
Our ideal client can be a young family buying their first home, having children and learning to save for future purchases or a mature couple nearing retirement with plans for their future but in need of a guide.

We also work with businesses; reviewing shareholder agreements, providing employee retention solutions (group savings/pensions, Heath & Dental plans as well as disability insurance) and for those looking to exit their business we have a team of advisors we work with to walk you through the process.
Affiliations
North Saskatoon Business Association - http://business.nsbasask.com/list/member/skye-planning-group-inc-saskatoon-592
Better Business Bureau https://www.bbb.org/ca/sk/saskatoon/profile/financial-services/skye-planning-group-inc-0167-16512

Trust signals

Credentials

10 or more years in business

3 or more years in business

5 or more years in business

Advertised Name of business is legally registered by owner

Legal Requirements for our trade area and category is currently in place

Our business guarantees all credentials listed in our profile is accurate

Required Licensing for our trade area and category is currently in place

We have a complaint process in place direct to the owner of the business

Services

Financial

Services · Cash Flow Management · Critical Illness · Disability Insurance · Estate Planning · Financial Planning · GIC Options · Leverage Loans · Money Coaching · Retirement Planning · RRIF Options · RRSP Products · Tax Planning · TFSA Options

Areas served

Saskatchewan

Saskatchewan TA · Saskatoon Trade Area · Saskatoon

Possible categories

Auto Insurance : ATV's, Cars, Claims Assistance, Collision Coverage, Commercial Vehicles, Comprehensive Coverge, Fleet Insurance, High Risk, Insurance Brokers, Insurance Quotes, Liability Coverage, Motorcycles, Motorhomes, Policy Renewals, Replacement Coverage, Rideshare Insurance, Services, Snowmobiles, Taxi Inurance, Trailers, Trucks, Auto Insurance Agency, Additional Liability , Antique Vehicles, Custom Vehicles, Family Coverage, Loss of Use, Monthly Payments, Online Quote, Road Hazard Glass, Replacement Cost, Specialized Insurance

Farm Insurance : Services, Crop Insurance, Equipment Coverage, Farm Building Insurance, Farm Liability, Grain Coverage, Home and Contents, Livestock Mortality, Outbuildings and Contents, Produce Coverage, Tools

Home Insurance : Additional Living, Builder's Risk, Building Coverage, Claims Assistance, condominimus, Contents Coverage, Cottages, Coverage Reviews, Duplexes, Earthquake Coverage, Equipment Breakdown, Farmhouses, Fire Coverage, Flood Coverage, Hail Coverage, Home Businesses, Identity Theft, Insurance Brokers, Insurance Quotes, Jewelry Coverage, Landlord Insurance, Liability Coverage, Mobile Homes, Modular Homes, Mortgage Insurance, Personal umbrella, Policy Renewals, Rental Insurance, Rental Properies, Scheduled Property, Seasonal Homes, Services, Sewer Backup, Single -Family Homes, Tenant Insurance, Theft Coverage, Title Insurance, Townhouses, Vacant Homes, Vacation Homes, Vandalism Coverage, Water Damage, Windstorm Coverage, Licensed Broker, 24 Hour Claim , Apartment, Bundle Discounts, Claims Support, Condo, Cottage, Custom Coverage Plans, Fire , Guaranteed Replacement, Mobile Home, Personal Contents, Replacement Cost

Insurance : 1Services, Additional Liability, 3 Antique Vehicles, Services, Monthly Payment Plans, Insurance Agency, Insurance Agent, Insurance Broker, Insurance Company, Auto Insurance Agency, Dental Insurance Agency, Health Insurance Agency, Home Insurance Agency, Income Protection Insurance Agency, Life Insurance Agency, Professional License, Renter's Insurance Agency, Auto Insurance, Boat Insurance, Bonding or Surety, Business Insurance, Business Interuption, Builders Insurance, Cabin Insurance, Cargo Insurance, Commercial and Business, Commercial Trucking Insurance, Cottage Insurance, Online Quote, Critical Illness Insurance, Cyber Insuarnce, Dental Insurance, Disability Insurance, Discounts, Farm Insurance, Fire Insurance, Funeral Insurance, Group Insurance, Health Insurance, Home-Tenant-Condo, Life Insurance, Long Term Care Insurance, Mortgage Insurance, Motorcycle Insurance, Motor Licence Issuing, RV Insurance, Specialty Insurance, Tenant Insurance, Travel Insurance, Water Damage Insurance

Medical Insurance : Services, Acupuncture, Chiropractor, Dental, Drugs, Foot Care, Hearing Services, Massage, Optical, Physiotherapy

Travel Insurance : Services, Accidental Death, Accidental Dismemberment, Baggage Insurance, Medical Travel Insurance, Multiple Trip Options, Single Trip Options, Trip Cancellation

The number of primary categories and subcategories allowed depends on the business's subscription.  (The Basic allows 1 Primary Category and unlimited subcategories., All other subscription types now offer unlimited categories. Businesses with Account Status can remove this section at any time. 

Customer experience

Reviews

Reviews will appear after they have passed the approval process.