Fee-based Planning Calgary Archives - Calgary Family Office & Fee-For-Service Financial Planning

Financial planning student studying at a desk with a calculator.

What do all these designations mean?

January 02, 2024

n the complex world of Tax, Wealth and Estate Planning, navigating the myriad of options and making informed decisions is crucial. This is where professionals with specialized designations provide expertise and guidance. In this article, we’ll explore the meanings and significance of designations like CFP, CLU, TEP, CPA, CFA, and CIM, and the value of having a working relationship with each professional.

Retirement Planning

FAQ – Retirement Planning

December 01, 2023

As retirement planning professionals we deal with clients at various planning stages. We have found that individuals preparing for a retirement often have similar questions regarding their personal situation.

A brave 12-year-old boy jumps a sketchy home-built ramp over his friends who are laying on the ground.

Investment Planning

Did You Know…?

June 01, 2023

Often, we find clients don’t appreciate the difference between Investment Management and Financial Planning, thinking that they are the same. However, they are different.

A grandfather excitedly walks through a tree-covered park while holding his grandson’s hand.

Estate Planning

Preparing your Estate Documents – Your Will

January 21, 2020

Unfortunately, far too many Canadians don’t prepare their estate documents. It’s not uncommon! As an estate planner, I am often asked by families: “What documents do we need and what decisions do we need to make?” There is normally a follow up question too: “Do I need to use a lawyer to prepare my will?”.

TagFee-based Planning Calgary

What do all these designations mean?

FAQ – Retirement Planning

Did You Know…?

Preparing your Estate Documents – Your Will

^TagFee-based Planning Calgary