Future Values Estate & Financial Planning
A legal & financial in Calgary — personalized and relationship-focused rather than transactional.
Care that adapts as needs change.
Long-term clients seeking a trusted advisor relationship spanning many years.
Advisors have taken on multiple family members from the same household across generations
personalized and relationship-focused rather than transactional
What families look for first.
Who this may be right for.
Good fit for
- Long-term clients seeking a trusted advisor relationship spanning many years
- Clients new to investing who need patient, plain-language guidance
Ask first if
- Advisor supports values-based and ESG-aligned investing for clients with ethical preferences
- Early-stage investing to long-term retirement and legacy planning
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
Questions families actually ask.
How long have clients typically been with Future Values Estate & Financial Planning? +
Many reviewers report relationships spanning 15 to 20 years with the firm, suggesting a strong focus on long-term client retention. Several clients note that multiple generations of their families work with the same advisor.
Is Future Values suitable for someone who is new to investing? +
Multiple reviewers describe starting out as financial beginners and finding the team patient, clear, and willing to explain concepts in everyday language. The advisors are noted for tailoring advice to each client's knowledge level and personal goals.
Does Future Values offer values-based or ESG investing options? +
At least one long-term client highlights that Sterling Rempel has guided them toward environmentally aware, socially responsible, and charity-focused investments over many years. Reviewers also note that the team tailors financial products to match clients' personal values.
How responsive is the team to client questions? +
Reviewers consistently describe prompt replies to emails and calls, with questions answered in a timely manner. Several clients specifically mention receiving responses in plain language regardless of how complex the question.
Does Future Values handle estate and legacy planning in addition to investments? +
Reviewers mention that the firm has supported legacy planning and international financial transfer challenges alongside standard investment management. This suggests the firm's scope extends beyond basic portfolio management.
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