Financial Planning, Insurance & Investment Services
Independent financial advisor in Calgary offering comprehensive financial planning, retirement solutions, estate planning, and investment management for professionals including doctors and dentists. Provides free initial consultations and annual review meetings to help clients ac
- Emphasis on tax & financial planning
- Free initial consultation
- Remote / virtual meetings
- 171 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Independent financial advisor in Calgary offering comprehensive financial planning, retirement solutions, estate planning, and investment management for professionals including doctors and dentists. Provides free initial consultations and annual review meetings to help clients achieve financial clarity and long-term wealth management.
Ask about a full review of existing investments and insurance documents at the first meeting
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
- Professionals with corporate structures and investment portfolios
- Incorporated professionals managing TFSAs, corporate investments, and insurance
Ask first if
- Advisor covers taxation, professional corporation rules, and corporate structures — not just investment products
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
Compare with similar Calgary providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Financial Planning, Insurance & Investment Services · this provider | 171 | 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.
What types of financial services does this business offer? +
The business provides services including corporate investments, TFSAs, insurance planning, retirement planning, and tax guidance. Clients with professional corporations have noted help with corporate structure and taxation questions.
Is this service suitable for business owners or incorporated professionals? +
Based on reviewer experiences, the advisor has helped clients with professional corporations, corporate investments, and related tax and insurance needs. This appears to be a strength of the practice.
How involved is the advisor after the initial plan is set up? +
Reviewers note that the advisor checks in regularly to ensure clients stay on track and is responsive to questions and concerns over time.
How does the advisor handle market volatility? +
At least one long-term client noted that the advisor remained calm during a market downturn and helped them avoid emotional decision-making, ultimately leading to positive returns over a multi-year period.
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