525 8 Avenue Southwest suite 4100, Calgary, AB
Our team puts you at the center of your own wealth building journey. Our job is to listen to you and what your retirement looks like. We then build a path forward focused on your goals. We will bring advice regarding products that we believe will help you achieve your goals, while leaving the ultimate decision with you and your family.
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What do you love most about your job?
We enjoy bringing people through the wealth building and decumulation process. Collaborating with clients to help them define their own roadmap to and through retirement.
Can you provide your services online or remotely? If so, please add details.
We work with clients throughout Canada and the USA. We provide services both in person and remotely depending on the client's preference and location.
What changes have you made to keep your customers safe from Covid-19?
During Covid-19, our firm supported all Financial Advisors and Support Staff by increasing network capacity and allowing for remote work. This allowed our team to move to a fully remote service offering within a week of the pandemic being declared. Digital services were implemented and processes were redefined with the client's safety as the main focus.
Cross Border Financial Advice
Financial Advisor and company is licensed to work with clients in both Canada and US.
Financial Advise
Licensed to with provide financial and investment advise to clients.
Financial planning
We work with licensed professional financial planners to create customized financial plans for our clients.
Insurance Services
We work with licensed insurance professionals in our local branch to create insurance plans for either financial planning or family protection.
Trust and Estate Services
We work with Raymond James Trust Services division to create plans to plan for and efficiently manage estate assets at end of life.
