MaximizeYour Life’s Work

Far from Traditional. Providing a new approach to your financial planning and wealth
management.

About usWe partner with successful families who have investable assets, are nearing or in retirement, and value proactive financial planning.

Most successful families implement proactive planning as their number one financial strategy.


Unlike the traditional approach that many advisors take – emphasizing investment management while giving minimal attention to financial planning, we believe in proactive planning and that financial planning and investment management deserve equal focus.

Financial planning isn’t a one-time event. To seize opportunities as they arise, enjoy a tax-efficient retirement income, and experience the peace of mind needed to fully embrace what matters most to you, you need a team that excels in both areas. This means delivering not only top-tier investment management but also ongoing, proactive financial planning. The conventional model of focusing solely on investments simply doesn’t meet the mark.

Where is Your Sherpa? Find out more

You deserve better. Stop settling for mediocre advice and the traditional model.

Three60 wealth team planning

Our teamA look behind the business.

Jason Three60 Wealth Planning

Jason Nagel
CFP, CLU, TEP

Head of Business Development

Starting his career in financial services in 2001, Jason learned the ropes quickly but also learned this: the industry model of putting products before advice was not something he could get behind. So, in 2011, Jason founded Three60 Wealth, setting out to do business authentically, where people were the focus.

With unwavering levels of integrity, Jason is focused and driven to make a difference in the industry and in the lives of each and every client he serves. His commitment to embracing change is reflected in how Three60 operates, Jason is always striving to find innovative ways to serve the business families Three60 works with. Everything he does centres around providing value.

Jason lives a fulfilling life outside of work, spending his time being active with his wife and their children, and on his many personal activities.

Click here to learn more about my designations.

Stephanie Three60 Wealth Calgary

Stephanie Dwyer
CFP, CLU, TEP

Wealth & Estate Planner

Joining the financial service industry in 2006, Stephanie quickly found her niche in financial planning. Her ability to form strong relationships with clients makes Stephanie an invaluable asset to Three60, and all our clients who benefit from her insight and understanding.

Driven to create prosperity for clients, Stephanie is dedicated to elevating the experience of each Three60 client. She continually creates unique and strategic wealth plans for all her clients, setting them up for long-term success.

Outside of the office, Stephanie can be found in the mountains year-round, adventuring with her husband and her huskies!

Click here to learn more about my designations.

Breaden Osske Three60 Wealth Planning

Braeden Osske
CFP

Wealth & Estate Planner

At a young age, Braeden saw the effects a strong foundation and proper guidance can have on someone’s life. This, paired with exceptional interpersonal skills and a desire to help others is what had led him to pursue a career in financial planning.

Bringing a fresh view to the modern finance industry, Braeden is focused on building long lasting relationships and helping clients find a balance between enjoyment and pursuing financial goals.

Outside of his career, Braeden places lots of importance on being active and healthy by playing various sports such as Pickleball or attending various types of fitness and training classes.

Click here to learn more about my designations.

Amanda Harlow

Client Services Associate/Administrative Assistant

With nine years of experience in the financial industry, Amanda Harlow plays a vital role in supporting advisors and ensuring seamless office operations at Three60 Wealth. As an administrative assistant, she is committed to delivering high-quality customer service, assisting clients with their financial needs, and providing essential support to the team. Her dedication to efficiency and attention to detail help create a smooth and professional experience for both clients and colleagues.

Outside of work, Amanda enjoys spending time with her family and exploring the great outdoors.

Three60 Financial Planning Services Calgary

Our difference

We do things differently.

Instead of following the traditional model, we’ve reimagined it from the ground up – transforming and refining it into something far more effective.

Our approach provides equal focus on comprehensive financial planning and top-tier investment management, ensuring they work seamlessly together to support and enhance your overall financial strategy.

Planning First, Always

How We Can HelpClear Direction. Insightful Perspective. Unwavering Confidence.

Maximize Your Life’s Work™ with our Holistic Planning Approach

At Three60’s Family Office, we believe planning should be the cornerstone of your financial strategy. Designed specifically for successful families and business owners with $3 million or more in investable assets, our Family Office model goes beyond traditional investment management to deliver a comprehensive, proactive approach.

With our expertise, we will help you:

  • Develop a tax-efficient retirement income strategy.
  • Optimize how you draw funds from your holding company.
  • Plan for a tax-efficient transfer of assets to your children.
  • Maximize investment returns by adopting a pension-style investment approach.
  • Stay ahead with proactive planning opportunities tailored to your unique needs.
Click Here to Learn More About Three60’s Family Office

Stop settling for mediocre advice that is offered under the traditional model. You deserve better.

Testimonials

Three60 helps us to make sure our futures are secure…..and that we are set up financially. We can now go to sleep at night without worry.

Aaron Machine Shop
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Three60 Wealth took the time to really understand our financial goals, then together we built a plan to get us there. Our partnership with Three60 keeps us on track to achieving our goals and provides the peace of mind we are looking for.

Alicia Cheslock

Working with Three60 Wealth has been a very personal experience, with their team reviewing all parts of our lives: everything from our business to our investments, finances, expenses, and family. They got so involved, understanding all the details, and created a plan that reflects where we are, and where we want to go. They told us what we could afford to do, gave recommendations for what we should do, and helped us plan for the future.

All Track Inc.
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If we didn’t have Three60 helping us with our planning we would just be rolling along and not doing the things we need to do to reach our financial goals

Bev Busslinger

I was never involved in the financial side of the business, and when we engaged Three60 Wealth, I was resistant. The idea of meeting with them once was more than enough for me, but after actually meeting their team, things changed. They made me feel comfortable and had a way of explaining things that made me want to get involved. Now, everything makes sense and we have a well-organized system that makes me feel confident.

Petrotech
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Before working with Three60, my planning decisions started with “I think…” and “I hope…”. Working with Three60 has given me confidence in my financial choices.

Ruth Gereluk

In working with Three60, Jason was able to identify and address a number of holes in our business planning that we otherwise wouldn’t have been aware of. We are further ahead today, because of Three60.

Dean Corney – McLean Lumber

Three60 Wealth & Estate Solutions took the time to thoroughly understand our personal and business goals and objectives before creating an action plan for us. Identifying planning opportunities, pointing out concerns and making introductions to other qualified advisors all the while quarterbacking the whole process brought comfort in knowing that Three60 has our best interest at heart. We are now on the right path to achieve our estate and succession goals. The process that we’ve been through has been great.

The Labossiere Family – Master Built Mechanical Contracting Ltd.

Three60 Wealth & Estate Solutions Inc. has been very beneficial to our company. Among other things, they were instrumental in coordinating the drafting of a shareholder’s agreement for our growing company. While working with the lawyer, Three60 walked us through the process from beginning to end; always there to make sure we understood the various provisions within the agreement and to answer any of the many questions we had. We consider Three60 Wealth & Estate Solutions Inc. a valuable resource to our company.

James Holoboff – Process Ecology Inc.

Thanks to Three60 Wealth’s detailed wealth plan, we are confident in our ability to achieve our retirement and estate planning goals and excited about the opportunities that lie ahead!

Bonnie O.

We have worked with the team at Three60 Wealth & Estate Solutions for more than five years and the financial planning and support we have received has been invaluable. Through their holistic view, guidance on navigating through personal wealth management as entrepreneurs and regular planning interactions, we feel secure in our investments and excited for the future. Thank you to Jason, Stephanie and the Three60 team!

Alyssa Bruce

We have the pleasure of working with Three60 and will refer my friends for their help. They are thorough, realistic goal setters and well prepared. With their help and referrals we can look into the future with an optimistic view and keep our present standard of living during our retirement.

Keyla Hilton

The team at Three60 has been invaluable to our company and our family throughout the years. Not only did they guide us through restructuring our company to make it more efficient and saleable, but they made sure our family members were secure in their future investments and insurance needs as well as keeping all our legal paperwork up to date and relevant. We sleep well at night knowing that if a crisis arrived in our lives, one phone call to Three60 would take care of whatever needed to be done. Thank you thank you thank you Jason!

Sheila White

We just completed a personal financial review with the team at Three60 Wealth & Estate Solution and could not be more pleased with the results. We now have clearer understanding of our financial position, and a vision of what we need to do to reach our goals. Right from our first meeting we were blown away by the knowledge we gained, it was worth every penny at that point. The very day after our second meeting we started the process of updating our wills, contacting a new accountant, and focusing on gaps in our plan that we could quickly address.

We can’t thank the Three60 team enough for the path they have got us started on!!

Greg B.

Thanks so much for all this information. We had a lovely experience with your company and would highly recommend you to other business owners.

K & S Wreggitt

    BlogARTICLES

    Three60’s Family Office
    Value of Working with A Fee-Based Financial Planner
    Retirement Planning – Where Is Your Sherpa?
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