Farmers

Our team historical roots are in the Farming and Business communities, and therefore understand the stresses, and rewards of their labour(s). Former chair of CAFA (Canadian Association of Farm Advisors for the Calgary – Red Deer Chapter). CAFA is a not for profit association dedicated to the education and success of the Farming and Ranching industry.

Our team will provide clarity where there is complexity, present an easy to understand quality financial plan with built-in solutions to your needs while maintaining harmony in your family circle when transferring to the next generation. We believe that all Farmers and Business Owners are unique and deserve a well thought out, and comprehensive road-map which we will review regularly and update all as needed.

Professionals

As Professionals and business owners, we recognize the difficult tasks of running all aspects of your practice, while being able provide a work / family life balance. We recommend Buy Sell, and Shareholders Agreements where there are multiple partners or owners.

Our team will provide clarity where there is complexity, present an easy to understand quality financial plan with built-in solutions to your needs while maintaining harmony in your family circle when transferring to the next generation. We believe that all professionals are unique and deserve a well thought out, and comprehensive road-map which we will review regularly and update all as needed.

Businesses

As business owners, we recognize the difficult tasks of running all aspects of your business, while being able provide a work / family life balance.

Our team will provide clarity where there is complexity, present an easy to understand quality financial plan with built-in solutions to your needs while maintaining harmony in your family circle when transferring to the next generation. We recommend Buy Sell, and Shareholders Agreements where there are multiple partners or owners. We believe that all professionals are unique and deserve a well thought out, and comprehensive road-map which we will review regularly and update all as needed.

Retirees

We recognize the importance of planning for retirement, and the need to provide quality of advice. This generation of baby boomers will have retired by 2031. Furthermore, 22 percent of financial advisors will be retiring over the next decade, creating a demand for quality planning.

Our team will provide clarity where there is complexity, present an easy to understand quality financial plan with built-in solutions to your needs while maintaining harmony in your family circle when planning their legacy, or charitable giving.

We believe that all clients are unique and deserve a well thought out, and comprehensive road-map which we will review regularly and update all as needed.