Wealth Management

It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure that you haven’t lost the things that money can’t buy.- George Horace Lorimer

As a business owner, it makes good sense to plan not only for today’s business needs as well as those down the road. Today’s successes can be harnessed to work for your business now and in the future with the right tools. As an individual – whether you are wealthy or just starting out – you need to plan for growth and sustainability. Your planning today will allow for your enjoyment now and in the future. A financial adviser needs to understand your current circumstances as well as what you envision for the future. This degree of knowledge requires a relationship, and that is what we look for in our clients.

We provide a holistic approach to your business and personal finances by offering various types of financial products to better serve you and your business. As an independent broker for Custom plan Financial Advisers Inc., we offer Registered Retirement Savings Plans (RRSP), Tax Free Savings Accounts (TFSA), Investments such as Segregated Funds, and we have taken it several steps further to include both personal and business risk management as well. We provide strategies in the areas of: investment, estate planning, and tax deductible mortgage plans.

Products & Services

MUTUAL FUNDS
GIC/TERM DEPOSITS
SEGREGATED FUNDS
INDIVIDUAL PENSION PLAN(IPP)
LIFE INCOME FUND
GROUP RRSP
LOCKED IN RETIREMENTS SAVINGS PLAN
PENSIONS
REGISTERED EDUCATION SAVINGS PLAN (RESP)
REGISTERED RETIREMENT INCOME FUND (RRIF)
REGISTERED RETIREMENT SAVINGS PLANS (RRSP)
TAX FREE SAVINGS ACCOUNT (TFSA)
TAX DEDUCTIBLE MORTGAGE PLAN
ESTATE PLANNING

Health & Dental Coverage for Small Businesses

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Travel Insurance

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The Small Business Group of CompaniesMore than Just The Business
P 403-257-6235  F 403-257-6258
TOLL FREE 855-489-3546
A #101 11500 29th Street SE. Calgary, AB.
E info@smallbusinesscompanies.ca