Foresight Financial
Calgary’s premiere boutique financial planning firm.
Our Mission
If you die too soon, we make sure the people you love are taken care of.
If you experience a disability, we provide options for tax free income so you can focus on getting well.
If you do not want to outlive your savings, there are tax advantaged solutions to provide lifetime income.
If you transition your business, we can mitigate the tax bill and preserve assets.
Business Owners
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Individuals & Families
Customized solutions based on you, plans for to accumulate and protect your wealth.
Insurance
Peace of mind for you and your family. Taking care of what matters most.
Investments
Grow your wealth. Feel confident in your finances.
Latest News
Are You On The Right Track?
In bull markets, some investors develop unhealthy expectations as to the long term yields their investments should provide. Ten years ago, some came to accept returns as high as 15% to 20% per annum as the base return their fund and portfolio managers were expected to provide. Of course, these expectations came crashing back to earth in 2008 as the bull was chased away by a very large bear. Today, many fund managers are of the opinion that double digit returns are going to be very difficult to achieve with any consistency over the long term.
Is it time for us to lower our expectations?
What the Wealthy Know about Life Insurance
If you have ever thought that life insurance was something you wouldn’t need after you reached a certain level of financial security, you might be interested in knowing why many wealthy individuals still carry large amounts of insurance.
Protecting Your Family
Let’s face it, raising a family today can be financially challenging. The cost of living continues to increase, housing costs are rising along with education and extra-curricular activities for our children. It is tough to make ends meet and still have something left over at the end of each month.
Most families today require both parents to work to afford the lifestyle they enjoy. Losing one of those incomes through premature death, illness or a disability is a real risk that many families would have a difficult time facing emotionally and financially.