Enduring success

We provide wealth management and financial leadership to high-achieving Albertans who care deeply about the lasting impact of their legacies on family and community.

Our Story

25 years ago, we set out to change the world, one financial plan at a time. But over the years we learned a difficult truth: not everyone can be—or wants to be—saved. 

 In order to make the greatest positive impact on our community, we needed to partner with those Albertans who most deeply share our values: achievement, trust, independence, sustainability. Those who recognize that enduring success takes teamwork and delegation.  

We exist to steward the legacies of those who take care of others, who have created hard-earned wealth and want to ensure it isn’t squandered or lost—who want to trust that their generosity is managed expertly and responsibly.  

LifeGuide Financial® provides compassionate and caring service to an inner circle of special Albertans who have been driven to become highly successful.  

We make sure they stay that way.

At LifeGuide Financial®, we create an atmosphere where you feel comfortable to talk, to question, to dream. This is why we believe creating and following a plan empowers you to live.

We give financial advice so people can live their lives, reach their goals, and do the things they want to do. We have many years of experience, wisdom, and industry know-how; and we use that to create comprehensive wealth management plans that free our clients from uncertainty when it comes to their goals, values, and futures.  

In short, our clients delegate the finance “stuff” to us, so they can spend their time doing the things they can’t delegate—like spending time with family, accomplishing goals and, well... living.