Future Values Estate & Financial Planning
Future Values Estate & Financial Planning, established 1999 and led by Sterling Rempel, is a Calgary-based financial advisory firm offering retirement planning, tax minimization, estate and charitable giving strategies. They serve clients across western Canada with a values-based
- Emphasis on tax & financial planning
- Trust & estate focus
- Long-standing local firm
- 16 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Future Values Estate & Financial Planning, established 1999 and led by Sterling Rempel, is a Calgary-based financial advisory firm offering retirement planning, tax minimization, estate and charitable giving strategies. They serve clients across western Canada with a values-based approach to wealth management and legacy planning.
Advisors have taken on multiple family members from the same household across generations
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
- 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
In their own words.
“Sterling and his team are nothing short of amazing. They provide professional service, are forthcoming about all your finances and truly care about their clients. Five stars is not quite enough,”
“Sterling's expertise and professionalism combined with his responsiveness to my many questions continues to be invaluable.”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Calgary providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Future Values Estate & Financial Planning · this provider | 16 | 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.
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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