Questions
Frequently asked questions
Short, direct answers. If yours isn’t here, send it over. Most take one email to answer.
Independent financial planning, investment management and insurance analysis. Licensed for investment and insurance advice in Alberta and Yukon, and for investment advice in BC and Manitoba. Everything coordinated into one plan.
It’s a free, 30-minute conversation about where you are and what you want. There’s no obligation. If I’m not the right fit, I’ll tell you.
Yes, with your permission. Many of the most important decisions, like tax, estate and business planning, work best when we’re all looking at the same plan.
Financial planning, investment advice and insurance, brought together in one written plan. I work with families, business owners and farm operators, in English and French.
AFS West isn’t owned by a bank or an insurance company. I can recommend funds from a wide range of Canadian fund companies and policies from several insurers, based on what fits your plan.
No. Some clients want only planning and an insurance review and manage their own investments. We’ll talk about how that works for you in our first call.
At least once a year, and more often when life changes. Between reviews, you can call or email anytime, and I’ll reach out too.
No. I work with people at every stage, whether you’re just starting to save or managing a large portfolio.
Investment advice in Alberta, Yukon, British Columbia and Manitoba. Insurance advice in Alberta and Yukon. If you live elsewhere, I can’t advise you, but I’m happy to point you to someone who can.
Yes. We can meet in person in Cochrane, Calgary or Whitehorse, at your home or office, or virtually anywhere I’m licensed.