For nearly 15 years, I have been a proud partner in my clients’ financial success, and I have always valued relationships based on honesty and trust. Your values, needs and preferences are what guide me when I propose the best possible solution(s) for you.

My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan, keeping in mind the values that motivate my commitment:

• Availability
• Competency
• Integrity
• Repect

I stay on top of all the latest developments in the area of financial security planning and update my knowledge continually to ensure that I can offer the best and most current advice, with my clients’ needs front of mind.

Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.

I have decided to associate myself with Desjardins Financial Security Independent Network, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect. A subsidiary of Desjardins Financial Security, a leader amongst Life and Health Insurers in Canada, Desjardins Financial Security Independent Network and its Quebec counterpart SFL have over 1,200 partner representatives and more than 40 financial centres from coast-to-coast.

5555 Calgary Trail, Suite 1350
Edmonton, Alberta T6H 5P9
Tel.:780-413-4252 | Fax: 780-413-4413
Toll free: 1-866-862-5675
Cell.: 780-445-4722
charlie.koester@dfsin.ca