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
The Complete Canadian Savings & Tax Guide – Part Two of Our Three Part Series
The Tax-Free Savings Account (TFSA) allows Canadians to grow their savings completely tax-free, making it a versatile tool for short-term goals, emergencies, or long-term growth.
The Complete Canadian Savings & Tax Guide – Part One of Our Three Part Series
The Registered Retirement Savings Plan (RRSP) is one of the most effective tools Canadians have for retirement planning, offering tax benefits, growth potential, and flexibility. Understanding how to maximize your RRSP can make a significant difference in your long-term financial security.
Estate Freezes: A Smart Tax Strategy or a Risky Move?
Have you heard of an estate freeze but aren’t sure what it means—or whether it’s right for your business?
An estate freeze is a powerful tax-planning strategy that allows business owners to “lock in” the current value of their company while shifting future growth to the next generation. Here’s how it works: you exchange your common shares for fixed-value preferred shares on a tax-deferred basis. Your children—or a family trust—then receive new common shares, which capture all the future growth of the business.