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. 


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



Grow your wealth. Feel confident in your finances.


Latest News

Optimizing Wealth Through Asset Re-Allocation

Optimizing Wealth Through Asset Re-Allocation

If you are an active investor, your investment holdings probably include many different asset classes. For many investors, diversification is a very important part of the wealth accumulation process to help manage risk and reduce volatility. Your investment portfolio might include stocks, bonds, equity funds, real estate and commodities. All these investment assets share a common characteristic – their yield is exposed to tax.

Debt Is a Four-Letter Word

Debt Is a Four-Letter Word

Debt today is so common, you might say it can’t be avoided. Most people are not in a position to purchase a house or car for cash, while those who can buy such things outright may prefer to finance and keep control of their capital.

The truth is, while most of us see debt as a bad thing, any money borrowed to generate income or increase net worth can be considered “good debt.”

If the amount borrowed is invested for an overall gain, the debt is a tool. Borrowing to further your education, for example, is good debt since an education generally increases the likelihood you will earn more in the future. Most often, too, the interest paid on this type of debt is tax deductible.