Successful Families and Business Owners

We serve a select group of affluent families who are looking for expert guidance in overseeing their financial affairs. These are people who 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.

“We only work with clients for who we can make a significant impact and provide the best possible service.”
— Tom Moore

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 Work Best With People Who:

  • Have an understanding of the importance of planning and investing, but lack the time, skills, or desire to plan on their own

  • Are ready to follow and implement our advice, and are eager to engage in our planning, investment and risk management process

  • Appreciate personalized service from a knowledgeable team with a wealth of experience and expertise

  • Are more concerned about having a personalized plan of action rather than the latest trendy stock or investment

  • Are willing to invest in our process to benefit their futures and share their LifeGuide Financial® experience with others

  • Want to focus on taking care of their families

  • Seek the freedom that money makes possible

  • Have sufficient assets invested to be independent and/or take care of their family

  • Live in Alberta or British Columbia