Estate Planning Calgary Archives

Set on a path in the woods as the green leaves are just starting to turn to golds and reds, a blended family of six are all leaning in close and happy for a casual, cozy portrait. The group includes two boys, two girls, a mom and dad. The two boys are getting piggy back rides from the parents on each end.

Navigating Complexity: Planning for Blended Families

November 29, 2024

Estate planning is a comprehensive process that benefits everyone. Don’t let these myths deter you from safeguarding your legacy and loved ones’ future. Consult with professionals at Three60 to create a personalized estate plan tailored to your needs.

Family Office

Retirement Planning – Where Is Your Sherpa?

October 30, 2024

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.

Adult man and female family member learning so they can make better financial decisions.

Family Office

The Importance of Family Engagement

October 30, 2024

Ultimately, family engagement ensures that wealth management becomes a collective journey, rather than an individual responsibility borne by a few members. By combining education with structured collaboration, Three60 supports the family’s vision of sustainable and meaningful wealth, ensuring that both the legacy and relationships within the family endure for generations to come.

An aerial view of a highway in valley during sunrise in Kamloops, BC, Canada

Family Office

Structure, next generation pave road to success for B.C.-based Parker Family Foundation

September 25, 2024

With the right team at their side, Dale and Joan Parker can rest assured knowing that their family’s commitment to giving is just as sustainable as the environmental innovations they hope to foster. “[Philanthropy] is about up-front work, then thinking through you want to do,” he says. “Recognize that your goals will change, but it’s about having a stake in the ground to start with.”

Senior couple at home with many bills. Worried Mature Couple Checking Finances And Going Through Bills Together. Shot of a senior couple working on their finances using a laptop.

Investment Planning

The Hidden Costs of DIY Investing

September 18, 2024

While anyone can attempt to manage their own portfolio, handle financial planning, write legal documents, or do their taxes, there’s a significant difference between merely doing these tasks and doing them well. This is why a team of experts is crucial.

A line-up of all different cars/trucks at a dealership.

Investment Planning

A New Approach to Investment Management

September 03, 2024

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.

TagEstate Planning Calgary

Navigating Complexity: Planning for Blended Families

Retirement Planning – Where Is Your Sherpa?

The Importance of Family Engagement

Structure, next generation pave road to success for B.C.-based Parker Family Foundation

The Hidden Costs of DIY Investing

A New Approach to Investment Management

^TagEstate Planning Calgary