What sets me apart from other financial advisors is my unique approach to client relationships and my extensive experience.
I believe in working upfront with my clients, fostering transparency and trust from the very beginning. With over 15 years of experience helping Canadian families, I bring a wealth of knowledge and a deep understanding of wealth planning.
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47 customer reviews
Kelly Thomson
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Andrew Dexter
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Vipul Jasani
Tallest office building in western Canada
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Marius Simon
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NITESH KUMAR YADAV
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Shinobi Gate
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Alina Bondarets
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Mugdho Aosaf
Tallest building in Calgary. Has +15 steps to also visit the lower floors, and travel in between the other buildings. Right next to the train stop too. Its probably not too iconic in shape compared to the other buildings but definitely Calgary’s pride and joy. More...
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Terry Baker
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AM Productions
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Sea Haul
Nice building, nice location. The security/ entrance staff greet you in the morning. It’s a great start of the day , and the end.
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이현구
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PG Park
The tallest building in Calgary. Bright and modern style!
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Amanda Peel
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Andres Otalora
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Rae Jade Hansen
Beautiful office! Beautiful people!
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Amal Iqbal
Good place
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Matt Szojka
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Ельдо Самсунг
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MrVL
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Jonathan Glynn
Cool building! Good staff.
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Vic Reyes
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Phil McLaughlin
Nice place to just take a stroll
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shiva prasad
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Ali X
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Graydon Severinsen
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khalil sabi
Nice glass place 👌
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Jessa Morrison
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Gavin Losier
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Prince kumar
Nice
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Govind C S
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Brent
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Ashton Benna
Does anyone know if the public is able to go inside and see the views I wanted to go some day but I don’t know if I’m able to?
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N V
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Stewart Midwinter
Really bright and well sunlit atrium to hang out in during the winter time while enjoying a coffee. ♿ Wheelchair access via south east or north side doors.
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Andrew Burr
Delightfully hosted by Osler!
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Martina S
Great views and beautiful, modern building
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Ruby Holloway
For such a new building, it doesn't have the amenities that others have such as a gym, atrium garden, outdoor patios to enjoy the higher views.
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Justin Chung
This is a building in downtown calgary
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C L
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Mohan B
Very expensive parking and underground parking is a nightmare during rush hours
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Che Tan
Super nice building angles
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Armagan Kaykun
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Janet Jackson
Massive place. Expensive parking underground.elevators connect to bldg. There's actually a very nice gentleman in the lobby area just to direct you!
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Flying Minds
Elevators are technological art. 😜😜😜 Took some time to figure out how they work.
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Cory Daku
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Nick Ong
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What do you love most about your job?
What I love most about my job as a trusted financial advisor is the opportunity to make a meaningful impact on my clients' lives. It's incredibly rewarding to guide individuals and families through their financial journeys, helping them achieve their goals and secure their futures. I enjoy building lasting relationships based on trust and transparency, and I take pride in offering personalized solutions that address each client's unique needs and aspirations. Whether it's planning for retirement, investing for growth, or navigating life's financial challenges, being able to provide expert advice and see the positive outcomes for my clients is what truly drives me.
What inspired you to start your own business?
Throughout my 13 years of experience helping Canadian families navigate their financial journeys, I discovered a profound passion for providing personalized and impactful financial advice. My career began with Scotiabank, where I held various roles including Senior Financial Advisor, Small Business Advisor, and Senior Associate in Private Banking. These roles allowed me to gain invaluable insights into the diverse financial needs and aspirations of individuals and families. Starting my own business has allowed me to embrace a client-centric approach, working upfront with clients to develop strategies that increase their Net Estate value and explore potential investment opportunities. This personalized touch, combined with our commitment to excellence, has been instrumental in building a practice that prioritizes the financial well-being and success of each client we serve.
Why should our clients choose you?
Choosing me as your financial planner means opting for over 13 years of dedicated experience helping Canadian families achieve their financial goals. My approach is personalized and upfront, ensuring that your unique needs are met with tailored strategies. With a proven track record, including four consecutive 'Best of the Best' awards, I bring expertise, reliability, and a client-first mindset to every plan.
Can you provide your services online or remotely? If so, please add details.
Yes, I am happy to meet with Canadian families online
What changes have you made to keep your customers safe from Covid-19?
I have transitioned to being more flexible and providing options of either meeting face to face or online. Health of my clients is my priority.
Holistic Financial Planning
1. Financial Planning
Personalized financial plans tailored to your unique goals and circumstances.
Regular reviews and adjustments to ensure your plan stays on track.
2. Investment Management
Development of customized investment strategies to match your risk tolerance and objectives.
Ongoing monitoring and rebalancing of portfolios to optimize returns.
3. Estate Planning
Strategies to maximize your net estate value for your heirs.
Creation and review of wills and trusts to ensure your wishes are honored.
Guidance on estate taxes and minimizing potential liabilities.
4. Retirement Planning
Comprehensive retirement plans to ensure you can enjoy your golden years without financial worry.
Analysis of retirement income sources, including pensions, RRSPs, and TFSAs.
Assistance with retirement budgeting and spending plans.
5. Risk Management and Insurance Planning
Evaluation of your current insurance coverage to identify any gaps or redundancies.
Recommendations for life, health, disability, and long-term care insurance.
Risk assessment and management strategies to protect your financial well-being.
6. Tax Planning
Strategies to minimize your tax liabilities and maximize your after-tax income.
Coordination with your tax advisor to implement effective tax-saving measures.
Guidance on tax-efficient investment options and charitable giving.
7. Wills and Trusts
Assistance in drafting and updating wills to reflect your current wishes.
Creation of trusts to manage and protect your assets.
Planning for the smooth transfer of assets to your beneficiaries.
8. Business Financial Planning
Financial strategies for small business owners, including succession planning.
Cash flow management and business risk assessment.
Investment and retirement planning for business owners and their employees.
9. Education Planning
Development of savings plans for your children's or grandchildren's education.
Analysis of education funding options, including RESPs and scholarships.
Guidance on balancing education savings with other financial priorities.
10. Philanthropic Planning
Strategies for charitable giving that align with your values and financial goals.
Establishment of donor-advised funds or private foundations.
Integration of philanthropy into your overall financial plan.
