You wouldn't use a map of Mexico to find your way across Canada. Similarly, a financial map (financial strategy) created for someone else, or pulled generically off the shelf, may take you somewhere, just not where you want to go. You need a map designed just for you to guide you to the life you choose.
One of the things I like best as a Financial Advisor is getting to know all my clients personally – their families, professional needs, priorities and hurdles. It's the foundation for building a good map for them because I can truly understand what they value, where they want to go and how to help get them there.
The products and services that make up any one financial strategy may be available any number of places, but the personal relationship, that's a hallmark of our office, the tailored strategies that result from that relationship and taking the time to build trust with every client – that makes all the difference.
With more than 18 years in financial services, I've worked with clients across a spectrum of life stages – from those in their 30s to those in their 90s. I've developed client specific financial strategies that addressed and integrated all aspects of client finances, including cash flow and debt management, tax and investment considerations, risk assessment and retirement and estate planning. My Edward Jones practice today is well suited to help professionals and their families set the path toward financial independence and being able to retire when, where and how they choose.
In order to better serve clients, I've committed the time for advanced study and hold the professional designations of CFP Certified Financial Planner® (CFP®) and FMA Financial Management Advisor.
I came to Calgary in 1989 from Europe and have been a resident ever since. My son studies Kinesiology at University of Calgary while my wife and I spend free time hiking, traveling and quality time with friends and family.
Now I'd like to hear about you and your family. Give me a call and let's talk.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Wealth Protection Strategies
- Business Owner Considerations
My Personal Interests
- Active Lifestyle
- Wine Collecting/Enthusiast
Phone NumberMichael Benev at (403) 242-3166
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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