Enduring Success

Total Wealth Management for Successful Families & Business Owners in Alberta

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What We Do & Who We Help

We serve a select group of affluent families who are looking for expert guidance in overseeing their financial affairs. These people are looking to preserve their wealth, mitigate taxes, take care of their heirs, ensure their assets are not unjustly taken, and make a positive financial impact on those they care about.

Successful Individuals and Families Work With Us To:

Develop and implement a comprehensive wealth management plan to remain affluent while achieving their financial dreams
Make smarter decisions in today’s uncertain political, economic, and social environment
Obtain an independent second opinion from a top financial advisor in their community
We only work with clients for whom we can make a significant impact and provide the best possible service.

Our Story

The LifeGuide Financial Story

We help our clients get answers to these questions: Am I going to be okay? Are my kids going to be okay? Is there going to be enough left over at the end of day? Can I pull the trigger on not working? We know the importance of listening to clients, understanding what they’re trying to accomplish with their lives, and giving them the assurance and confidence that they’re going to be okay.

About Us

Our Clients

We only work with clients for whom we can make a significant impact and provide the best possible service. These clients:

Our Process

We know one plan doesn’t fit all. That’s why we created a 5-step financial planning process that helps you identify your goals and plan to achieve them.

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We’re passionate about researching companies, digging deep to gain insights that will help investors achieve their long-term financial goals.

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