I strive is to be a well-recognized and highly-respected financial advisor in my community and work with clients who find value in receiving professional advisory services.
We help you confirm where you are going with your money and bring confidence that you will continue living a fulfilling life with that money.
I provide financial solutions for families who have built a stable financial foundation and want to take the next strategic step with their financial future. Clients who have chosen to work with us are; professionals, business owners, and work in senior management roles as well as pre and post retirees.
Our story begins with you and your family as the main characters - we get to know you better using a conversational holistic interview. We then establish a complete financial picture of you while helping to breakdown your current financial path with the objective of helping you reach your future financial goals using a common sense approach while maximizing efficiency in wealth planning.
I build tailored unbiased plan recommendations aligned with a investment program, followed up with a proactive reach out plan to ensure you meet your chosen financial path. Our clients continuously recommend us to their closest connections to give them the same opportunity.
My wife and I have 4 boys and I was born in the Yukon. My schooling took me around Southern Alberta until I landed in Calgary. I enjoy family movie nights and travel, which includes traveling in the summer months in my family motorhome.
I believe in giving back to my community and I have been involved in minor hockey as a coach and treasurer and I can be seen at local community events.
Our office services clients in the local SE Calgary communities of McKenzie Towne, Copperfield, New Brighton, McKenzie Lake, Mahogany, Auburn Bay, Cranston. Additionally, clients allow us to serve them within and out of province using our virtual communication tools in today’s new technology driven world.
- Wealth Strategies
- Wealth Protection Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Owner Considerations
- Employee Stock Options
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
- Personal Fitness
Office Address15566 Mcivor Boulevard S.E.
Unit 507 Copperfield Corner
Calgary, AB T2Z 4Y2 opens in a new window
Phone NumberKevin G O'Hagan at (403) 280-2399
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