Calgary Financial Planner

customized for every stage of your life

Financial planning can start at any age, some decisions you’ll feel comfortable making on your own; with other, you may want professional advice.

Navigating the complexities of taxation, asset allocation, product allocation, estate and insurance matters are financial planning challenges that might fall into the “I need professional advice” category.

For unbiased financial advice . . . book a free consultation

Financial planning is more than a set of tactics. Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs.

The key to effective financial planning is the ability to take into account all relevant aspects of your financial situation and to identify and analyze the interrelationships among sometimes conflicting objectives. Integration of knowledge and skills across a broad range of topics distinguishes professional financial planning from other related financial advice.

Full disclosure, fees, and references are available upon request and are fully disclosed prior to establishing a client/advisor relationship.

Tony Pozdin, CFP^®, CPE

Ph: 403-640-0928

tpozdin@dundeewealth.com

Fiona Stewart, Administrative Assistant

Ph: 403-269-5433

Fax: 403-259-4461

fstewart@dundeewealth.com

Office Address:

Heritage Hill Professional Centre

8180 Macleod Trail SE, #300 Calgary, AB T2H 2B8

Comprehensive Financial Planning + Diligent Plan Execution = Financial Freedom