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
Annuities in Canada: Why More Retirees Are Taking a Closer Look
As Canadians approach retirement, one concern consistently rises to the top of the list: “Will my money last?”
With longer life expectancies, market volatility, and fewer workplace pensions than previous generations enjoyed, many retirees and pre-retirees are looking for ways to create greater financial certainty. That’s one reason annuities have been gaining popularity in recent years.
Annuities can provide guaranteed income, principal protection, or a combination of growth and security. However, many people think of annuities as a single product when, in reality, there are several different types, each designed to meet different financial goals.
Understanding these differences is essential before deciding whether an annuity belongs in your retirement plan.
Financial Planning: Looking Beyond Your Investments
When people think about financial planning, they often focus on savings accounts, investment portfolios, or retirement funds. While those are important, a comprehensive financial plan is much more than a collection of accounts and investments.
A successful plan looks at every aspect of your financial life and helps ensure all the pieces are working together toward your goals.
Life Insurance for Affluent Professionals – Part Three of Our Three Part Series
Affluent professionals often face a familiar challenge: how to maximize their wealth today while ensuring a lasting legacy tomorrow. The answer increasingly lies in the strategic interplay of life insurance, leverage, and legacy planning.