Calgary Three60 Wealth Estate Planning

^BlogInsights and News

Investment Planning
RRSP’s vs Holding Corps: A Tax Trap to Avoid
November 04, 2025
We believe in finding the right portfolio manager for our clients, selecting from a range of portfolio management firms. When choosing a portfolio manager, we consider each client’s unique situation, including their personality, risk tolerance, desire for innovation, need for stability, and account size.
Family Office
Planning Your Business Exit
September 30, 2025
Having a financial plan before retirement brings peace of mind by helping you understand the steps needed to achieve your goals. However, retirement planning isn’t a one-time task—it’s an ongoing process. A “set-it-and-forget-it” approach rarely leads to success.
Family Office
A Crucial Element For Calgary Business Owners
August 19, 2025
Having a financial plan before retirement brings peace of mind by helping you understand the steps needed to achieve your goals. However, retirement planning isn’t a one-time task—it’s an ongoing process. A “set-it-and-forget-it” approach rarely leads to success.
Family Office
Why Business Owners Should Be Cautious About Life Insurance Pitches
July 11, 2025
Having a financial plan before retirement brings peace of mind by helping you understand the steps needed to achieve your goals. However, retirement planning isn’t a one-time task—it’s an ongoing process. A “set-it-and-forget-it” approach rarely leads to success.
Family Office
Navigating Wealth After Loss: How Three60’s Family Office Can Help You Take Control
July 02, 2025
Having a financial plan before retirement brings peace of mind by helping you understand the steps needed to achieve your goals. However, retirement planning isn’t a one-time task—it’s an ongoing process. A “set-it-and-forget-it” approach rarely leads to success.
Family Office
How Much Is Your Financial Advisor Costing You?
May 30, 2025
Having a financial plan before retirement brings peace of mind by helping you understand the steps needed to achieve your goals. However, retirement planning isn’t a one-time task—it’s an ongoing process. A “set-it-and-forget-it” approach rarely leads to success.