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
2021 Financial Calendar
We’ve put together a financial calendar for 2021. It contains all the dates you need to know to make the most of your government benefits and investment options. Whether you want to bookmark this or print it out and post it somewhere prominent, you’ll have everything you need to know in one place!
Do You Need Life Insurance?
Canadians may need to rethink their risk management In a recent study conducted by the Life Insurance and Market Research Association (LIMRA), it was reported that 61% of Canadians hold some form of life insurance. Surprisingly, it also revealed that only 38% of Canadians own an individual life insurance contract.
Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability
Chances are good that you have clients who are concerned with their aging parents as well as their own maturing children. This article explains what the Sandwich Generation is, the challenge it presents and the special planning that this demographic requires. Significant opportunities exist for advisors at this time with these clients and prospects. This article provides a good segue into opening a discussion with both accountants and clients.