Carter Cheveldayoff
Wealth Advisor at Mallard Wealth Advisors
Based in Saskatoon, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Saskatoon
Industry
Financial Services
Company size
9
Contact information
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c•••••••@mallardwealth.ca
Phone
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Background
About Carter Cheveldayoff
As a holistic financial planner, I take a client-first approach that goes beyond just managing investments. I help individuals and families understand and align their financial decisions with their life goals, values, and unique circumstances. I look to integrate every aspect of personal finance - budgeting, investing, tax strategies, insurance, retirement, and estate planning—into a cohesive, personalized plan. Whether you're navigating a major life transition or simply want more clarity and control over your finances, I’m here to provide guidance along the way! Let’s connect if you're ready to take a more meaningful approach to your financial future.
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