#308, 11420 27 St SE, Calgary, AB T2Z 3R6View on Map »
Welcome to Affluence Partners Inc.!


"Advice is judged by the results not by intentions." – Cicero

Everything we do involves challenging the status quo in our industry. We believe that the high up-front commissions, hidden fees, low transparency, lack of communication, minimal after the sale advice and portfolio monitoring of our industry’s past needs to change. We are committed to being on the leading edge of this evolution to assist and usher in the new and better way of doing business focused on what is best for our clients.

At Affluence Partners Inc., we hold ourselves to a higher standard. We take a client focused and results driven approach to financial planning. Our financial plans and implementation strategies are deeply rooted in math and science with a focus on helping grow your wealth. We use probability theory and stress testing to create a solid financial plan for the present and your future.

We take the guesswork out of life stage transitions and major purchases. Life is not a rehearsal. There is no rewind button to undo a critical decision. Understanding how current decisions impact your life’s tomorrows is necessary when all planning is framed within the goal of achieving and maintaining your desired lifestyle without having to worry about running out of money, no matter what life brings.

Whether you are a business owner, professional with a growing and successful business, retiree, or contemplating retirement, we can help you make sense of your financial world now and set up a more certain future.

Do more with your money by doing things differently.


"Wealth is the ability to fully experience life." – Henry David Thoreau

Our mission is to remove the fear, stress and uncertainty associated with dealing with your finances.

Our work answers the questions "Will I be ok?" and "Do I have enough?"

We have found though working with our clients that once this important question is answered, our clients have the clarity and confidence necessary to make wise financial decisions within the framework of their personal values and commitments. The result of our work is a feeling of mastery and freedom that can only come from knowing that there is a prudent plan in place based on math and science, set up and monitored by an experienced professional.

Recent Articles

Posted on: October 12, 2020
The focus here is on you as an investor! What do you bring to the table in terms of investment experience and personal temperament (emotions) that impacts your investment returns and satisfaction while building your nest egg?
Posted on: October 12, 2020
When their investment savings plummeted in the 2001 stock market crash, Adam and Sonya were concerned, but not panicked. Retirement was a long way out, so they had plenty of time to recover. The couple decided to try their hand at 'timing the market' (buying and selling stocks based on expected...
Posted on: October 12, 2020
Recently retired Ross and Penny have an estate planning challenge. They've accumulated a comfortable net worth, with a good portion of it in liquid investments. They plan to leave everything to their three adult children, but they also want to help them financially right now. The problem is that...

Services

By admin Feb 26

Having a family can be one of the most rewarding parts of life, and with it comes great...

By admin Mar 25

You have worked all your life and saved for retirement. What other planning work could possibly be...

By admin Mar 24

After years of living the “rat race”, you are looking forward to the day when you can start living on...

By admin Mar 5

First you were putting on their diapers. Then you walked them to their kindergarten classroom. You...