4000 4th Street SE, Suite 218, Calgary, AB T2G 2W3View on Map »

Young family

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

The financial realities are complex and must be planned for and understood. Considerations such as providing for your children's present and future needs including education, recreation and everything in between, requires a commitment to planning.

With finite family financial resources, it is important to fully understand the impact of financial decisions made today will have in the future. How will an expensive hobby or paying for 4 years of university for your child impact your income in retirement? Before you cut the cheque to pay for it wouldn't you like to know?

Parents often put children first. While we don't disagree that these things are important, we feel that these decisions should be made with clarity around how large immediate expenses will impact your golden years. As your Trusted Advisor, we will be there with you every step of the way to ensure you financial situation is monitored and well taken care of, so that you can focus on what matters most, your family.