WHO WORKS WITH US?
IF WE MEET YOUR QUALIFICATIONS, you’ll NEED TO MEET OURS TOO.
OUR IDEAL CLIENT PROFILE.
People we work best with are:
• Organized, delegators who are willing to pass on their personal financial management to a professional so they have more time to enjoy the relationships and the activities that mean the most to them
• Money is not the “end all be all”, but they understand that being organized financially and having a plan will provide peace of mind, clarity, reduce stress, and overall enhance their quality of life.
• They value relationships, and they are honest and direct.
• They are business owners, farmers, ranchers, soon to be retired, or already in retirement.
• People who may have outgrown their current advisor.
• People who don’t want a new advisor every time they visit.
If you relate to any of these points we’d be happy to schedule a discovery call to see if we should work together.
IF WE SOUND LIKE WE FIT YOUR TEAM – LETS CHAT!
With our CPA accounting background, extensive experience with insurance plans, group benefits, and the integrated management approach – our Alberta experts are ready to help!
We’d love to talk anytime – no strings attached and no pressure.
We aren’t here to sell you any products, especially the first time we meet.
Our team can set up a phone call, video conference, coffee meeting, or whatever you are comfortable with – and we’d love to talk more about our values-based and see if we are a fit for you!