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.

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Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

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Individuals & Families

Customized solutions based on you, plans for to accumulate and protect your wealth.

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Insurance

Peace of mind for you and your family. Taking care of what matters most.

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Investments

Grow your wealth. Feel confident in your finances.

Latest News

Whole Life Insurance – A Whole New Asset Class

by Foresight Financial | Blog, Investment, life insurance

The recent developments in investment markets and the volatile performance that has resulted have brought about a new appeal to an old workhorse. For investors looking for a diversification in their investment portfolio and a more tax-efficient fixed income investment alternative, a compelling argument can be made for the use of Whole Life Insurance.