Let’s prep for
your legacy
together.
JM Suerte and
Kathleen Navarro
Independent Life
Insurance Advisors
Become Financially Ready
Savings & Growth
Combine the power of saving and insurance retirement planning strategies, to grow your wealth exponentially, and enjoy financial freedom.
Life Insurance
From Universal Life, Whole Life, to Term—Don't be afraid. Life Insurance doesn't have to be difficult. I can walk you through the difference between them. We can discuss how much coverage you need and how you and your loved ones can both benefit!
Other Services
Whether it’s Travel, Critical Illness Insurance, or Children’s Education Plan, I can walk you through a full line of personal insurance & registered retirement and tax-free savings accounts that may suit your needs!
Business Protection
Shield your company's growth and financial well-being in the event of business interruption or need for operational support.
Disability Insurance
Secure income protection in the event of disability, and physical limitation to work.
Final Expense Insurance
Pre-plan your final expense costs and give your family the financial support they need in their most vulnerable hour.
Hi, we’re JM and Kathleen!
We’re both Independent Life Insurance Advisors based out of our Greatway Red Deer location at Unit 8 - 4608 62nd St.
We currently have a Life and Accident & Sickness license in the following jurisdictions: Alberta (Kathleen & JM), British Columbia, Manitoba, and Ontario (Kathleen). If you’re not in one of these provinces, let us know, and we will set you up with one of our colleagues in your area.
We’re available to you 24/7.
We’ll keep you updated annually and bi-annually.
We can do your application offline or online.
We’re partnered with some of the Best Rated Life Insurance Companies and other service providers in Canada. See them here.
We can help you create wealth for your family and future generations.
We find true happiness when we get to spend time with the people we love whenever we want to.
We believe that wealth is happiness. If you have enough happiness, you can be wealthy. As we began our journey in Greatway Financial, we started viewing the concept of happiness differently. We believed that once you improve your finances, everything else will follow, but we soon learned that it’s not the case.
A happy life for us is having the freedom with our time, doing what we want anytime. We would say young adults should invest into things that provide long term happiness and eventually they will be wealthy. Freedom plus happiness equals wealth.
Find more about how we view happiness and wealth by clicking here and book an appointment with us below.
Any questions?
We look forward to hearing from you!
We know that your time is sacred, we’ll be in touch soon! You can also visit one of our offices listed below.
We are committed to the highest standard, in terms of client confidentiality. Please be assured that I will never sell or distribute the personal information you provide.