Eternal Wealth & Estate Solutions Inc.
Eternal Wealth & Estate Solutions Inc. is a Calgary-based financial planning firm offering comprehensive financial advice, investment management, and insurance products through partnerships with Canada Life and Quadrus Investment Services. The firm specializes in retirement plann
- Emphasis on tax & financial planning
- 25 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Eternal Wealth & Estate Solutions Inc. is a Calgary-based financial planning firm offering comprehensive financial advice, investment management, and insurance products through partnerships with Canada Life and Quadrus Investment Services. The firm specializes in retirement planning, investment strategy, and tax planning with support from qualified tax and product specialists.
Advisors will come to your home if mobility or disability is a barrier
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Retirement planning and growing investment portfolios
- RRSP-to-RRIF conversion and conservative retirement income planning
- Clients at all stages, from first-time investors to near-retirees
- Clients transitioning from bank-managed investments to independent advisors
Ask first if
- Smaller portfolios are welcomed and given the same attention as larger accounts
- Bank-managed investments or self-directed investing
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Calgary families.
Calgary, AB
In their own words.
“Jeff Tovee have been so clear, step by step, to allow us finding the exact solution kraft on mesure for us. What a great experience. Tx you so much!”
“I was a delight to work with Jeff to find exactly what we were looking for. I highly recommend his services.”
“The team has treated us great a wealth of knowledge!”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Calgary providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Eternal Wealth & Estate Solutions Inc. · this provider | 25 | 5.0 | Tax & Financial Planning |
| Property Law Firm CB LLP (MacKay Real Property Law) | 1229 | 4.9 | — |
| Property Law Firm CB LLP | Calgary South | 544 | 5.0 | — |
| Summit Legal Group | 525 | 4.9 | Wills & Estates |
| Kahane Law Office | 513 | 4.5 | Wills & Estates |
| Clark & Clark Lawyers | 504 | 4.9 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Calgary. Verify current details with each provider.
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Get my top matches →Questions families actually ask.
Who are the main advisors at Eternal Wealth & Estate Solutions? +
The primary advisors mentioned across reviews are Jeff Tovee and Phil Johnson. Clients report working with both over the course of their relationship with the firm.
Is Eternal Wealth suitable for someone just starting to invest with a small portfolio? +
Multiple reviewers note that they started with little investment knowledge or a modest portfolio and felt they received the same level of attention and care as clients with larger accounts. The firm appears to work with clients at all financial stages.
Can advisors accommodate clients who have difficulty travelling to meetings? +
At least one reviewer notes that Jeff Tovee travels to clients' homes for meetings when a client has a disability or mobility limitation.
How does Eternal Wealth compare to using a big bank for investments? +
Several reviewers switched from major banks to Eternal Wealth and report improved portfolio performance and more personalized attention, with one client noting their losses from a big bank were recovered after moving to Jeff Tovee.
Does the firm help with both investment planning and insurance? +
Reviewers mention both retirement portfolio management and insurance solutions, suggesting the firm offers planning across these two areas.
How responsive are the advisors to client questions? +
Multiple reviewers specifically highlight that both Jeff and Phil respond in a timely manner to questions and are readily available, which clients describe as an important part of the experience.
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