CALGARY'S ONLY 
FLAT FEE for advice fiduciary

Typical financial issues I deal with are…

…or any other financial issue that keeps you up at night

 

  • Inheritance
  • College funding
  • Divorce
  • Discovery of excessive fees
  • Retirement rollover
  • Corporate Buyout
  • Changing of advisors
  • Purchase or sale of a business
  • Purchase or sale of a home
  • Ability to retire
  • Major Purchases
  • Couples not agreeing on financial issues

 

 

  • Inheritance
  • College funding
  • Divorce
  • Discovery of excessive fees

 

 

  • Retirement rollover
  • Corporate Buyout
  • Changing of advisors
  • Purchase or sale of a business

 

Schedule an Appointment
  • Purchase or sale of a home
  • Ability to retire
  • Major Purchases
  • Couples not agreeing on financial issues

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Story from a real client...

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 Access this FREE article by providing your email: "7 money mistakes exposed"

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What Clients Say

“We signed up and said “good-bye” to confusion and hassle; “so long” to mysterious high fees; and “good riddance” to deflection and misdirection.  We’d found a clear path to effective financial management and are finally taking in the scenery along the journey.”

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STOP PAYING HIDDEN INVESTMENT FEES!

STOP PAYING HIDDEN INVESTMENT FEES! HOW TO GET UNBIASED ADVICE FOR THE RIGHT FEE SO YOU CAN REACH YOUR FINANCIAL GOALS YEARS EARLIER

by Dean Kendall
Right choices are never more important than when it involves your money. In Stop Paying Hidden Investment Fees! How To Get Unbiased Advice For The Right Fee So You Can Reach Your Financial Goals Years Earlier, Financial Organizer Dean Kendall lays out a plan to help you become better informed about the investment industry and to understand the impact of hidden fees on your ability to reach your goals.
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