WHO WORKS WITH US?

 IF WE MEET YOUR QUALIFICATIONS, you’ll NEED TO MEET OURS TOO.

OUR IDEAL CLIENT PROFILE.

People we work best with are:
• Organized, delegators who are willing to pass on their personal financial management to a professional so they have more time to enjoy the relationships and the activities that mean the most to them
• Money is not the “end all be all”, but they understand that being organized financially and having a plan will provide peace of mind, clarity, reduce stress, and overall enhance their quality of life.
• They value relationships, and they are honest and direct.
• They are business owners, farmers, ranchers, soon to be retired, or already in retirement.
• People who may have outgrown their current advisor.
• People who don’t want a new advisor every time they visit.

If you relate to any of these points we’d be happy to schedule a discovery call to see if we should work together.

IF WE SOUND LIKE WE FIT YOUR TEAM – LETS CHAT!

With our CPA accounting background, extensive experience with insurance plans, group benefits, and the integrated management approach – our Alberta experts are ready to help!

See The Difference

Listen and hear from our current clients about how our holistic and integrated approach is different than the other guys!

CONTACT US.

We’d love to talk anytime – no strings attached and no pressure.
We aren’t here to sell you any products, especially the first time we meet.

Our team can set up a phone call, video conference, coffee meeting, or whatever you are comfortable with – and we’d love to talk more about our values-based and see if we are a fit for you!