Rebecca May

About me

With over 13 years of experience as a trusted financial advisor, I’ve built my career on helping individuals, families, and business owners in Saskatchewan and Alberta create personalized financial roadmaps that truly reflect their goals, values, and lifestyles. My mission is to simplify the complex world of finance by offering a one-stop solution for everything from investment planning and retirement strategies to insurance and estate planning.

I believe in building long-term relationships with my clients—grounded in trust, transparency, and a deep understanding of what matters most to them. What sets me apart is my holistic and client-centred approach.

I don’t just look at numbers; I take the time to understand the full picture—career goals, family priorities, lifestyle aspirations—and build plans that are not only financially sound but deeply meaningful. I thrive on collaboration and genuinely enjoy walking alongside my clients through every season of life, offering strategic guidance and ongoing support.

My commitment to service goes beyond the office. Volunteering has always been a part of who I am. One of my most rewarding experiences was spending time in Ghana, Africa, where I worked with over 100 young basketball players—many of whom were seeking opportunities that they might not have otherwise had access to. It was a powerful reminder of the impact that support, mentorship, and belief in someone’s potential can have.

When I’m not working with clients or giving back to the community, you’ll often find me in the kitchen experimenting with new recipes, curled up with a good book, or planning my next travel adventure. I’m also a proud parent and love watching my children on the soccer field—those moments bring me the greatest joy and inspiration.