Ideal Life Experience Ltd.
A legal & financial in Calgary — relationship-focused, not transactional — clients describe it as a friendship over time.
Care that adapts as needs change.
Retirement planning and long-term financial goal setting. Small, personal team — clients regularly mention Dean, Ellen, and Stephanie by name.
Multiple families have passed this advisor down across generations — long-term continuity is a strong suit
relationship-focused, not transactional — clients describe it as a friendship over time
What families look for first.
Who this may be right for.
Good fit for
- Retirement planning and long-term financial goal setting
- Seniors seeking transparent, values-based financial planning for retirement
- Couples planning retirement together
Ask first if
- Advisor handles both investment portfolios and insurance needs as a combined service
- Pre-retirement planning into active retirement income management
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 worked with Ideal Life Experience? +
Many reviewers report relationships spanning 13 to over 20 years, with some families passing the advisor on to the next generation. Long-term continuity appears to be a defining feature of the practice.
Does Ideal Life Experience handle both investments and insurance? +
Yes, multiple reviewers mention that Dean Kendall advises on both investment portfolios and various insurance policies as part of a comprehensive financial plan.
Is this firm suitable for couples planning for retirement? +
A large number of reviewers are couples who credit Ideal Life Experience with helping them reach retirement readiness, making it a strong fit for couples working toward shared retirement goals.
How responsive is the team to client questions? +
Reviewers consistently note that Dean and team member Ellen respond quickly to inquiries, and clients report never feeling ignored or deprioritized after becoming established clients.
Does the advisor take a values-based approach to financial planning? +
Several clients specifically highlight that Dean begins by identifying what matters most to the client personally, using those values as the foundation of the financial plan rather than leading with product recommendations.
Can clients work with Ideal Life Experience if they no longer live in Calgary? +
At least two reviewers who relocated to Vancouver Island note they continue their relationship via annual phone check-ins, suggesting the firm can serve clients remotely.
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