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Services to help you navigate through the peaks and valleys of life

Overview

We strive to provide each of our clients with a tailored financial plan. This plan contains the blueprint for managing investments, expenses and life's major transitions. This blueprint helps to provide direction and proactive conversations to help prepare our clients before issues arise. Over the past few years, we have found ourselves specializing in a few key areas:


Financial Planning

Financial Planning is the basis for our practice. Every one of our clients will come away with a quality financial plan. What does quality mean?

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Retirement

Retirement is a major transition for everyone and is the main reason that people save money. The government established Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plan (RRSP) to help Canadians prepare for their retirement. It is our belief that using these investment vehicles to their fullest advantage is of upmost importance to people and their ability to retire comfortably.

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Estate Planning

Estate planning is one of the few planning activities that is really designed for those you love and those you will leave behind. While insurance plays a significant role in ensuring you family is not burdened with costs and taxes, there are ways to help your loved ones that doesn't involve money.

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Insurance

What happens if your best laid plans don't happen the way you saw them happening? Even with proactive planning, sometimes events happen in your life that you didn't see coming. These events could dramatically impact your lifestyle, your retirement dreams and even your ability to take care of life's most fundamental activities. In order to ensure that you and your family will not suffer financially if one of these events occurs, we factor insurance into our Quality Financial Planning process.

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Tax Planning

As patriotic people, Canadians understand that tax is a necessary function of government. We believe in paying our fair share, but don't want to pay more than we have to. Tax considerations form a major part of the work we do for our clients. As with all tax-related decisions, always discuss strategies with your accountant.

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Debt Management

Debt can cause stress, regardless of who you owe and what the money was used for. While we do not deal directly with mortgages and debt, we have discussions with our clients on how debt can be managed and fit into your long-term financial plan. Understanding the difference between good and bad debt is critical in ensuring your financial obligations do not overtake your ability to enjoy life.

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Severance Packages

It has been a very difficult time in the City of Calgary. With the lower oil prices, companies are struggling to keep employees and as a result we have been speaking with many people who have been laid off. We are here to help. We have extensive experience in helping people ensure that their severance packages can help carry them until they find a new job, helping people make decisions regarding their pension plans and creating a plan to help provide comfort in a very difficult time. 

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Small Business/Corporations

If you came to this page, then you probably have or are considering starting a private corporation to house some of your employment or active income. This can be a great strategy when set up correctly to help deal with some of the tax burden you may be facing. We have a passion for helping small business and corporations make the most of their unique tax and legal structures.

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We provide a superior level of service to each of our clients. In order to ensure that we are meeting the ever-changing needs of our clients, we are constantly reviewing our service offering and will expand that offering as required. If there is a product, service or concept you would like to know more about, please do not hesitate to contact us. Reach us at (403) 220-9808 or send us an email to book a free consultation.

Call 403.220.9808