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

Protecting Your Family

Protecting Your Family

Let’s face it, raising a family today can be financially challenging. The cost of living continues to increase, housing costs are rising along with education and extra-curricular activities for our children. It is tough to make ends meet and still have something left over at the end of each month.

Most families today require both parents to work to afford the lifestyle they enjoy. Losing one of those incomes through premature death, illness or a disability is a real risk that many families would have a difficult time facing emotionally and financially.