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MaximizeYour Life’s Work.

Providing unbiased, fee-based financial planning so you and your family are well planned for.

About usHelping Successful Families and Business Owners Maximize Their Life’s Work Through Our Independent, Fee-for-Service Financial Planning Approach.

Leading with heart and helping you view your financial planning holistically.

Everything we do, we do because we believe in helping you realize and maximize the wealth you’ve created so you and your family have the freedom to live a fulfilling life.


Our holistic, independent, fee-based financial planning approach is how we strategically make the most of your life’s work in order to build a secure future for you and your family. Our team provides you with the unbiased guidance you need to navigate the intricate areas of family, wealth, and business, always ensuring that you receive unparalleled personalized service. Whether you are interested in a one-off plan, or a more hands-on approach, such as that offered through our Family Office, we will always have your best interests at heart.


We know the challenges inherent in building and transitioning family wealth. The entire Three60 team understands that there’s more to your concerns than just Investment management; there’s a deep desire to be well-planned for and to partner with a team you can trust.

Three60 wealth team planning

Our teamA look behind the business.

Jason Three60 Wealth Planning

Jason Nagel
CFP, CLU, TEP

Founder of Three60 Wealth
Director of Advanced Planning

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.

Roma Three60 Wealth Planning

Roma Gahir

Client Services Associate/Administrative Assistant

Roma has many years of experience providing exceptional customer service as an administrative assistant and applying her education in business, with a major in finance.

Her past experience in human resources is an asset to the Three60 team, and Roma’s positive attitude helps fortify our team environment. She always brings a smile, no matter what challenges lie ahead.

In her personal time, Roma enjoys many family gatherings and spending time in nature with her husband and their daughter.

Three60 Financial Planning Services Calgary

Our difference

We believe that by planning with heart, passion, and drive, we can help families like yours maximize your life’s work to achieve all your financial goals.

Our servicesEvaluation. Discovery. Implementation.

A Three60 Wealth Plan is the foundation—strategically created for you, integrating your specific financial and life goals through our independent fee-for-service financial planning approach.

Your dedication and hard work has created a prosperous life for you and your family. What you’ve built—what you’ve accomplished—is something to be proud of and something worth protecting. Whether it’s Retirement planning, Estate planning, Tax planning, Business Succession planning, or a more managed approach, such as that offered through our Family Office, our team can be trusted to always look out for your best interests, and maximize your life’s work.

Testimonials

It’s so comforting to know that in the event of a health concern affecting my dad or any unforeseen event, I can reach out to the team at Three60 Wealth for help. They know our business like they’re one of us and genuinely care about both our business and our family. Working with Three60 has added value to our machine shop and to our family, and it’s because of them we feel so secure.

Aaron Machine Shop

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.

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

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.

    Contact usView your planning from a new perspective.

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