Testimonials

Craig & Michèle H., Calgary AB

"Michèle and I would like to express our deep appreciation for the manner in which our Financial Plan is taking shape. Eighteen months ago your team prepared a personalised roadmap for us that integrates retirement, estate and tax planning, as well as life and critical illness insurance, into a coordinated plan. For years we have been searching without success for an advisor who could help us to take such a holistic view of our personal and business finances. Together we have achieved several milestones in our financial plan: securing protection for our family through well-chosen insurance, restructuring our small business to secure insurance and retirement planning needs and taking on the management of our long-neglected investment portfolio. We are looking forward to continuing the execution of our financial plan with you...."

Arnel A, Calgary AB

"My wife and I met Blake in 2012. At that time I had a financial planner and I was dissatisfied. Most other financial planners are non-communicators. Once the plan is done they are not on top of your finances. Blake really knows his stuff. The whole team is thorough, professional and friendly. I have been a client since 2012 and would highly recommended their services. They have assisted me with my financial portfolio and I have been happier with the results. I look forward to a continued relationship with you."

Karen S. and Rich B., Calgary AB

"Blake has been our financial advisor for a number of years now, managing our investments and providing retirement planning advice. He is friendly and his advice is timely, our investments have performed well and his team have gone out of their way to help us. We have, and will continue to, recommended Blake to friends and colleagues and look forward to our continued relationship with him."

Ashley and Zelma C., Calgary AB

"...We are exceptionally grateful for the care and patience you have displayed in preparing our financial plan over the last couple of years and going through the various options with us. With your help and guidance we feel that we are well on our way to financial independence and hope to eradicate our dependence on any outside sources in our retirement years and substantially equip our kids to enjoy the proceeds of our estate..."

Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.

Craig & Michèle H., Calgary AB

Arnel A, Calgary AB

Karen S. and Rich B., Calgary AB

Ashley and Zelma C., Calgary AB

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.

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Testimonials

Contact Us

Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.