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Dave Foraie
Lorna Partsch

525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1

Family Issues

'It doesn't work to leap a twenty foot chasm in two ten foot leaps'
-American Proverb

Providing for your family is an important part of your wealth management plan. We can help you  plan for education costs, care for elder parents, create trust accounts for children or relatives and handle any unique family financial planning issues.