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

Preparing Your Heirs for Wealth

Preparing Your Heirs for Wealth

If you think your heirs are not quite old enough or prepared enough to discuss the wealth they will inherit on your death, you’re not alone. Unfortunately, this way of thinking can leave your beneficiaries in a decision-making vacuum: an unnecessary predicament which can be avoided by facing your own mortality and creating a plan.

Avoiding the subject of your own mortality can also be an extremely costly to those you leave behind.

Impact of Higher Capital Gains Inclusion Rate on Financial & Estate Planning

Impact of Higher Capital Gains Inclusion Rate on Financial & Estate Planning

One change proposed in the April 16, 2024 Federal Budget is raising the inclusion rate on capital gains from 50% to 66.7%. For individual taxpayers, the initial $250,000 of capital gains remains taxed at the 50% inclusion rate. However, for corporations and trusts, the increased inclusion rate applies to all capital gains. These adjustments are slated to come into effect starting June 25, 2024.

What does this mean for individual taxpayers?

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.