134 Primrose Dr, Saskatoon, SK S7K 3V5, Canada
- Family owned & operated
- Over 40 years experience
- Personalized service and customized solutions
- Honesty, integrity, and complete transparency
#betterthanthebank
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What do you love most about your job?
Helping clients reduce stress and feel more confident in their finances.
What inspired you to start your own business?
We are a family business. We value the entrepreneurial spirit, work-life balance, and providing a valuable service to those who need it.
Why should our clients choose you?
Because they don't want a 40-page financial plan they'll put on a shelf and never look at again, they want to start making real steps towards their financial desires.
Can you provide your services online or remotely? If so, please add details.
Absolutely!
We love to meet our clients via Zoom, Skype, and Google Meet. It's SO convenient!
- no traffic
- no parking issues
- when you say "Goodbye" you're already at home!
- share, review, and sign documents securely online
- access your statements and submit questions/meeting requests to from your phone
What changes have you made to keep your customers safe from Covid-19?
We've made several adjustments to our business practices to keep our clients safe:
- limiting in-person meetings (virtual, phone, or socially distanced options available)
- electronic signatures and document processing
- electronic document sharing and review
Full Service Financial Planning
Budgeting/Cash Flow Analysis
Investment Management