Best Financial Advisors in Chestermere, AB

Tax planning is a crucial aspect of financial planning, as nearly every financial decision has tax implications. While we are not tax preparation experts, we collaborate with Certified Public Accountants (CPAs) to ensure that your taxes are accurately filed in line with your ongoing financial planning services.

We believe in maintaining a diversified portfolio of low-cost, broad market-based index funds that encompass global stocks and bonds, rather than attempting to pick individual stocks. We will consider your existing holdings of individual stocks but do not typically recommend new individual stock purchases. Depending on your preference, we can offer high-level investment recommendations for you to manage your investments independently or connect you with trusted industry partners to oversee your investment accounts, which we can monitor.

Financial planning helps you gain clarity about your current financial situation, identify your goals, and develop a roadmap to achieve them. It provides a structured approach to financial decision-making, helping you prioritize and allocate your resources effectively. A financial planner can offer insights, strategies, and personalized recommendations that optimize your financial resources and increase your chances of reaching your goals.