#105, 11500 29 St SE, Calgary, AB T2Z 3W9View 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: April 12, 2021
It is increasingly difficult to ignore some of the trading action in the markets that is causing surprising moves in equity values while the underlying economy continues to struggle (refer to U.S. unemployment data, for example). This type of divergence has occurred in the past and at some point...
Posted on: April 12, 2021
As we grow up, what we learn about money from our parents can significantly influence how we earn, save, and grow our wealth. Meaghan, an elementary school teacher, credits her mother for her healthy approach to finances today. "I was lucky to grow up understanding that I could control my...
Posted on: April 12, 2021
If you've been contributing to a pension or Registered Retirement Savings Plan (RRSP) and retirement or your 71st birthday is around the corner, you're required to convert that nest egg into a Registered Retirement Income Fund (RRIF). This benefits you because an RRIF allows you to withdraw...

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...