Fenske Financial Inc.
Alan D. Fenske, CFP, CPCA, provides insurance and investment stewardship since 1998 with emphasis on trustworthy financial advisory and client relationships. Services include mutual funds, life insurance, critical illness/disability insurance, and private health services plans.
- Emphasis on tax & financial planning
Strong fit for tax & financial planning.
Alan D. Fenske, CFP, CPCA, provides insurance and investment stewardship since 1998 with emphasis on trustworthy financial advisory and client relationships. Services include mutual funds, life insurance, critical illness/disability insurance, and private health services plans.
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What they're known for.
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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 Okotoks families.
Okotoks, AB
Compare with similar Okotoks providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Fenske Financial Inc. · this provider | 1 | 5.0 | Tax & Financial Planning |
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| easyfinancial Services | 228 | 4.9 | — |
| Achieve Legal | 101 | 4.5 | Estate Administration / Probate |
| Dixon Legal LLP | 101 | 4.5 | Wills & Estates |
| Western Financial Group Inc. - Canada's Insurance Broker | 86 | 4.4 | — |
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