Here’s why we’re the right team to help move you forward.
Calgary’s Financial Planning Experts for 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.
Taxes don’t have to be so taxing
We’ll use all available strategies allowed under your provincial laws to minimize the amount of tax you pay on your investment income.
Our alternative to traditional banking
Our synchronized approach to financial planning involves having an open conversation with you about your real-life plans, and uses a variety of strategies based on your current financial picture to help you achieve them.
We understand that all of your financial needs are interconnected, and we treat them as such – from investing and managing debt; to making sure you only have the insurance you need; to paying as little tax as possible.
Getting the most out of your money
To feel at ease during volatile periods, focus on the long term, make sure your asset mix is optimized for your risk tolerance, and invest regularly.
The right guidance at the right time
We can help you figure out how much you need to save to achieve your future financial goals and secure your preferred retirement lifestyle.
Estate & Succession Planning
Planning for your estate
We will recommend solutions that help maximize your estate’s value, while helping to ensure your beneficiaries will receive everything you’ve planned for them. We can help you understand how the decisions you make today impact the value of your estate.
We want to hear from you.
You deserve the value of a personal, lasting relationship.
Our commitment to face-to-face relationships, a proven investment approach, the breadth of our products, and the depth of our management are what make a relationship with us so rewarding.
We look forward to working with you to help you achieve your lifelong financial goals.