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Calgary, Canada Area Canada

Wealth and Estate Planning Specialist

Finance / Banking / Insurance

I own Future Values Estate & Financial Planning, a financial services firm working with business owners and professionals to align purpose with their finances. My unique process guides clients through values-based decision-making, responsible investing and prudent risk management. Working together, we develop an organized approach to financial independence, income sustainability, family legacy and social impact. I am an accredited, qualified and experienced Certified Financial Planner. In 2012, I was granted the distinction of FELLOW of FPSC (Financial Planners Standards Council) one of only 50 people in Canada amongst 17,000 CFP Professionals . I am an investment representative and...