About LifeGuide Financial

Our clients deserve to live a fulfilled and balanced life – a life of significance.

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

Meet Your Advisors

Meet The Team

A Network of Elite Wealth Advisors

Value Partners Private Wealth is a network of elite advisors with the experience and knowledge necessary to provide clients with total wealth management. We might not have all the answers, but we sure know where we can find them.

We are backed by Value Partners Investments, an investment firm dedicated to helping Canadians achieve their financial goals. Value Partners Investments has over $6.0 billion in AUM and has built more than $2.9 billion in client wealth since its inception in 2005.

As of October 24, 2025. Figures in CAD. Source: Value Partners Investments.

$6.0 Billion

in AUM

$2.9 Billion

in wealth created for clients

Map of western and central Canada highlighting locations in Kelowna BC, Edmonton AB, Calgary AB, Lethbridge AB, Regina SK, Winnipeg MB, Headingly MB, and Kenora ON

Backed by a Bigger Team

We operate a local, independent, entrepreneurial business that is backed by a larger office with the team, expertise, technology and software to help us serve clients better.

The Value Partners Investments team has experience helping clients face the 6 Key Concerns: wealth creation, wealth protection, wealth transfer, wealth impact, reducing your taxes, and enjoying your wealth.

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