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Faheem Allidina
Kyle Anderson
Trudy Moreau

888 - 3rd Street SW
Suite 4100
Calgary, AB
T2P 5C5

Other Locations

9608 Macleod Trail SE
Calgary, AB
T2J 0P7

Service for Professionals

Traditionally, a well-conceived financial plan consisted of tax planning, various insurance matters, investing/portfolio management, and retirement/estate planning.  For modern professionals, however, these disciplines and many more must be incorporated into the mix in a managerially and psychologically sound manner not counterproductive to individual components of the plan.

Professionals are unique from most people because they enter the workforce years later than their non-professional contemporaries, leaving fewer productive years and often beginning their careers with high levels of debt. Building a financial plan is the first key step in organizing your finances and making sure you are on track to meeting your investment and lifestyle objectives. A properly developed financial plan can help you set your priorities and allocate your funds accordingly. Most professionals will need to decide whether incorporation is the right choice for their practice, and those who are already incorporated will need to make sure they are maximizing their corporate strategies.