Retirement Planner Calgary Archives - Calgary Family Office & Fee-For-Service Financial Planning

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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.

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Retirement Planning

Where to Start When Exiting Your Business

August 20, 2019

Preparing for retirement doesn’t start with the sale of a business. It ends with it. That’s the message business owners need to hear before making any plans.

A young child playing with a wooden shapes puzzle in his home.

Retirement Planning

Problems with the Traditional Planning Model

July 15, 2019

I don’t think the traditional approach to financial planning works if you’re a business owner. Too often ill-fitting sales concepts and products are used by advisors when a custom solution is required.

TagRetirement Planner Calgary

What do all these designations mean?

FAQ – Retirement Planning

Where to Start When Exiting Your Business

Problems with the Traditional Planning Model

^TagRetirement Planner Calgary