Years in Business: 27
We fully coordinate the personal financial affairs for a small community of affluent clients who all have a number of specific qualities in common with each other. Experience Calgary’s only FLAT FEE for advice financial fiduciary.
We offer Truly Comprehensive Financial Services™ covering all 5 financial disciplines in a single integrated plan. The real value is created in your overarching strategy.
Our one-of-a-kind process fully integrates and aligns your most important goals (financial and non-financial), with your most deeply held values (the people and things that are most important to you) and then determines how your finances can be arranged to optimize your fulfillment and enjoyment of life.
Imagine engaging a boutique firm that helps a small community of successful business owners, entrepreneurs and professionals design and live their Ideal Life.
Dean is the author of “Stop Paying Hidden Investment Fees!”
For your copy CLICK HERE https://ideal-life-experience.ca/deans-book