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© Copyright 2011 Benefit Planners Inc.

Helping Clients Build and Manage Wealth

Suite 130, 6001-1A Street SW | Calgary, AB T2H 0G5 | (403) 294-9077 | info@benefitplanners.ca

How We Can Help

Financial Development

  1. • Asset Growth Strategies

  2. • Designing a Financial Plan

  3. • Wealth Accumulation

  4. • Debt Restructuring

  5. • Better Rates of Return

  6. • Developing More Wealth

Investment Strategies

  1. • Investment Planning

  2. • Wealth Development

  3. • Asset Allocation Strategies

  4. • Balancing Investment Risk

  5. • Maximizing Tax Deferral

  6. • Maximizing Growth

Estate Planning

  1. • Survivor Benefits

  2. • Beneficiary Arrangements

  3. • Estate Distribution

  4. • Divorce

  5. • Transfer Strategies

  6. • Tax Considerations

Lifestyle Protection

  1. • Income Protection

  2. • Life Insurance Planning

  3. • Disability Income

  4. • Long Term Care Insurance

  5. • Critical Illness Insurance

  6. • Retirement Planning

Since 1998, we have provided financial direction, guidance, and independent planning services to professionals, retirees, and their families. Our team helps clients with all areas of personalized financial planning and management, from investment and retirement planning to risk management and estate conservation.

We provide the experience and guidance to integrate all of your retirement resources with effective tax and estate planning, to help ensure your financial freedom and your life goals.

Our portfolio of financial planning and insurance services includes: