Best Financial Consulting Courses Calgary Near Me

4worldlovers:
Imagine experiencing a one-of-a-kind process that fully integrates and aligns your most important goals (financial and non-financial), with your most deeply held values (the people and things that are most important to you) and then determines how your finances can be arranged to optimize your fulfilment and enjoyment of life.


Imagine the peace of mind & simplicity you will enjoy with an integrated, aligned overarching strategy for every area of your financial life (including banking, family budgeting, bill paying, autos and other major purchases, financial and retirement planning, insurance, accounting and tax minimization, investments and money management, estate planning and more) all integrated into a single strategy that assures that you will achieve your ideal life goals in significantly less time than other methods.


This unique system goes way beyond traditional retirement planning or wealth management. In fact, most of our clients are so active and vital that they never want to retire. They just want to have the option to work when, how and with whom they wish. They often prefer to use the term Financial Independence which can happen at any age. To get there, you just need to make your money go to work, so you don’t have to.

Never forget that your money is there to support your LIFE goals and dreams. That’s why we start with a solid Ideal Life planning process and keep working until you have a crystal clear life plan. Then we go to work on how to support it financially.

With me as your Financial Organizer, you will have the highest probability of achieving what is most important to you, enhancing your quality of life and actualizing your ideal financial future.

Imagine living the life you want, free of financial cares… What would that look like for you? How would it feel to be free of stress and financial worries?

My goal is to ensure that you enjoy the ultimate in wealth…more discretionary time to do the things that are most important to you…now…not in some magical future. Let me show you how we can make it happen.

Consider the possibilities...What would you do with extra free time every month? What would you do with an extra decade free of financial cares?

ARE YOU TIRED OF NAVIGATING THE PROLIFERATION OF FINANCIAL NOISE, SMOKE AND MIRRORS MARKETING AND DELUGE OF TITLES, BRANDS AND SERVICES?

You've seen the “brands” of the giant institutions displaying Wealth Management, Financial Planning, Retirement Planning, Private Wealth and Private Client. Their business cards might say “Financial Advisor”, “Financial Planner”, “Wealth Manager”, “Wealth Advisor”, “Private Wealth Advisor”, “Private Client Advisor” or even “Trusted Advisor”. IGNORE! These are the tools of distraction and misdirection!

You should learn to ignore these titles and the “brands” of the giant institutions for which they work. The bottom line is that these companies charge HUGE HIDDEN FEES that have a dramatic impact on the amount of time it takes to reach your goals. Let’s have a conversation and I’ll show you how to get where you are going much faster with a single, fair, tax deductible, FLAT FEE.

STOP PAYING HIDDEN INVESTMENT FEES! HOW TO GET UNBIASED ADVICE FOR THE RIGHT FEE SO YOU CAN REACH YOUR FINANCIAL GOALS YEARS EARLIER

4worldlovers:

We work exclusively with those age 55+ who want to retire soon and have a tax-efficient decumulation plan. You worked hard to build your nest egg so you should be the one to enjoy it - not the CRA.


Are you a financially successful individual over age 55 and planning to retire within the next 12 months? Are you ready to enjoy what your hard work has created and send less to the CRA? Want to know how much you can spend in retirement and not run out later? Would you like to ensure your entire financial affairs are in perfect order? Are you frustrated with the lack of advice & planning you are getting from your current advisor or bank? Your successful retirement transition is built on the foundation of an unbiased…


Our Full Service Model for Clients 55+ This is our full-service offering which includes ongoing Income, Investment Management, and Tax Planning. This is for you if you prefer to delegate the implementation of your plan to a professional to: simplify your finances stay organized follow a properly laid out plan that is recalibrated annually and as life changes occur enjoy your retirement savings always knowing what your income will be each year so you don't overspend or underspend delegate the implementation of your retirement plan, investment management, and tax…

If you are nearing retirement, newly retired, or well into that stage of life and need some honest, reliable financial advice and tax planning services, I highly recommend Willis and Nancy Langford at Langford Financial. I have been working with them since the fall of 2020 and am really happy I… Read More

April is the perfect month for a road trip to Arizona. The desert is in bloom and the colours are incredible. We set out from Calgary on Friday, April 14th and spent our first night in Butte, MT - just in time for supper at the most popular…

4worldlovers:
Growing your assets securely is one of our key priorities. It goes hand in hand with our mission – to help create wealth and prosperity for Canadian families. Talk with an advisor near you.


Advisors play a crucial role in keeping you focused on reaching your goals with confidence. With 26 years of experience and access to professional resources such as analysts and lawyers, our advisors are prepared to make informed financial decisions about your complete wealth management from retirement to estate planning.


Your Assante advisor will work with you to develop a personalized wealth management strategy to meet all your financial milestones.


Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire.


With the help of your Assante advisor, you can implement a program that strengthens and safeguards your family’s financial security through a personalized plan.


There are tax implications to each and every element of your complete wealth plan, but we can deploy a whole arsenal of tactics to minimize your tax burden.

You can’t take it with you, but you can decide where it will go and how smooth the transition will be.

Develop a retirement plan that capitalizes on the opportunities of today and is sustainable over the long term.

By incorporating your philanthropic goals into our wealth planning process, we ensure your wealth and values can leave a lasting impact.

We wanted you know how pleased we are with the growth of our Private Client Account and to let you know how grateful we are for you and your team, Joe and Mary. If you weren't available we could always rely on either one of them to help us out. It is always a pleasure to work with all of you and because of you and your team we can enjoy entering this new stage of full retirement.

Janine is the perfect example of somebody who isn’t just in the investment business, she’s in the financial advisory business and that encompasses your whole financial life; what your priorities are, and what your realities are, and how you can balance those, and potentially achieve far more than you thought you might be able to.

If you’re seeking expert advice and financial solutions tailored to your specific circumstances, look no further. Assante advisors have the experience and capabilities to support your unique needs – now and for life.

Since our founding in 1965, CI Financial has consistently anticipated and responded to the changing needs of Canadians. We offer an innovative and industry-leading selection of investments and comprehensive wealth services to meet the needs of all investors. We are:

A public company as of 1994 and one of the top firms in the industry

Focused on operating with responsibility and integrity in all aspects of our business

Do you want to retire with financial tasks and to-dos or financial peace of mind? Take these wealth planning measures in the years ahead and retire comfortably.

Investors want to know that companies they invest in do more than turn a profit – they should also respect the environment, society and shareholders. Find out about the ABCs of ESG.