MoneySense Approved is Canada's only directory of financial advisors who surpass the standards of MoneySense, Canada's leading personal finance media brand. Start your search here.
Worked as a financial advisor since: October 1992
Provinces licensed in: Alberta
Services offered: Retirement planning, Estate planning, Insurance planning, Holdings reviews, Tax planning, Education Planning, Philanthropic Planning, Decision consultation, Debt Management, Money coaching, Investment advice, Ongoing wealth management (non-discretionary), Ongoing wealth management (discretionary), Financial Road Map experience - involving the integration of a clients values, goals and financial affairs. Comprehensive written lifetime financial strategy.
Investment products offered: Mutual funds, Equities, Fixed income securities, Insurance products (including segregated funds), Mortgage-related products, Hedge funds, Advice
Languages spoken: English
Additional courses: Bachrach & Associates, Inc. - Values - Based Financial Planning™ - Financial Organizer - Chartered Financial Consultant®, CH.F.C. - Chartered Life Underwriter, CLU®About me and my company:
Author of "Stop Paying Hidden Investment Fees!" https://ideal-life-experience.ca/publications
Imagine engaging a boutique firm that helps a small community of successful business owners, entrepreneur, and professionals create and live their Ideal Life. Picture Your Ideal Life. Your life will be SIMPLIFIED and you will be held ACCOUNTABLE to you to achieve your most important goals, aligned with your most deeply held values integrated with your financial affairs. You can look forward to experiencing true wealth—DISCRETIONARY TIME.
Clients tell us we are indispensable and truly unique because we fully coordinate ALL (tax, legal, money management, insurance and financial planning) their personal finances. Imagine the peace of mind you will enjoy with an aligned, integrated and overarching strategy.
Perhaps you agree and are also disenchanted with the traditional product pushing, transaction, and commission-based financial services industry that is NOT aligned with your goals or objectives. You will experience our unique methodology and process that delivers a VALUE PROMISE and ADVISOR PACT: Protection, Attention, Coordination and Transparency that puts us in the top 1% of advisors worldwide as measured first and foremost, by value delivered to YOU, the client.
Client VALUE PROMISE * Align your financial choices with your most important goals and most deeply held values * Enhance your quality of life by getting your entire financial house in perfect order and keeping it that way forever. * Have a "10" level of confidence that no matter what happens in the markets, the economy, or the world that you will achieve your most important goals.
Imagine the feeling working with a team truly aligned with you so you succeed and achieve your goals for your reasons. You can feel confident that we are as equally passionate about maximizing your quality of life as you are.
Your best decision is to consider a new possibility. Experience the creation of your own Financial Road Map™ at no charge or obligation.
UNIQUE SERVICE OFFERINGS: the only FLAT FEE, Values-Based Financial Planning™ firm in Calgary, Experience the creation of your own Financial Road Map®, Truly Comprehensive Financial Services™, Comprehensive Written Lifetime Financial Strategy, Truth in Fees exercise, Advisor PACT™
Take the next step, contact us at 403-543-7226 or email email@example.com to schedule your complimentary personal consultation and experience the difference.