#105, 11500 29 St SE, Calgary, AB T2Z 3W9View on Map »

Our Clients

Business Owners

Business owners are faced with a unique set of financial challenges that require specialized knowledge, experience and care.

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Empty Nest / Near Retirement

Imagine the amazing feeling of doing something because you enjoy it and want to rather than because you have to work. So many Canadians are stuck in jobs and doing work they do not enjoy, not because they want to, but simply because they must.

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Established Family

With more experience comes more confidence. You have more assets than you did when you just started out, so you have more options to consider. However, many middle-aged parents feel a cash crunch as they struggle to support both their children and their aging parents. Find out how you can meet your family’s needs.

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Medical Professionals

As a medical professional, you need a Trusted Advisor to help you efficiently and effectively navigate the world of financial planning that is specific to medical professionals.

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Professionals

Whether you are a lawyer, accountant, architect, engineer, pharmacist or professional athlete, you need a Trusted Advisor to help you efficiently and effective navigate the world of financial planning that is specific to high income professionals.

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Retiree

Most retirees are risk-averse. That didn’t stop some of them from losing a third of their nest egg in the last recession. How can you avoid this nightmare scenario? Find out how a financial advisor can be your trusted guide to help you navigate the occasional stormy waters of retirement.

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Executors

It's a privilege to be appointed executor of a loved one's estate. The one last thing you can do for them that will shape their legacy. Most people who accept the honour underestimate the amount of work involved in the process of settling an estate.

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Single

Once you get used to having your partner around, it can feel uncomfortable to find yourself at the center of a single-person household. All the bills are still there, but only half the income is available. Find out how a financial advisor can guide you through some important financial steps during this new life stage.

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Young Family

Starting a family can be both a wonderful and overwhelming experience. Financial planning can seem like just another task you have to juggle. However, now is the best time to buy life insurance because the younger you are, the lower the price. Find out other ways young families can plan for the future.

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