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

Family Business Planning Strategies

Family Business Planning Strategies

67% are at Risk of Succession Failure

If you are an owner in a family enterprise, the likelihood of your business successfully transitioning to the next generations is not very good.

With 80% to 90% of all enterprises in North America being family owned, it is important to address the reasons why transition is difficult.

Estate Planning Tips for Real Estate Investors

Estate Planning Tips for Real Estate Investors

For many Canadians, the majority of their wealth is held in personally owned real estate. For most this will be limited to their principal residence, however, investment in recreational and real estate investment property also forms a substantial part of some estates. Due to the nature of real estate, it is important to utilize estate planning to realize optimum gain and minimize tax implications.