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1
200 Barclay Parade SW Suite 213, Calgary, AB, T2P 4R5
403-231-8610
Investing is a conversation that we all engage in on a daily basis, whether it's with friends, family or a colleague. Each and every day we’re making some type of investment decision, whether it's investing in the markets, buying a home or even the babysitter. Each and every decision we make has something that comes along with it…money! Now, how do you get the best ‘BANG’ for your buck? Some questions we should ask ourselves are: what would I do in the event of a disability or death or what about my retirement? In the insurance industry there are a lot of products, but what works for you? Give us a call today and let's find out!
2
700, 1333 8 St SW SW, Calgary, AB, T2R 1B2
403-478-4220
Thank you so much for taking the time to view my page and considering me as a new resource to your future financial plans. I have been working as a Financial Planner with many different individuals from all stages of life for over 7 years. I am very passionate about what I do and coming alongside individuals and families to help them decrease debt, increase savings and overall become more educated on personal finances and the options that are best for them specifically. I commit my time and expertise to developing personalized plans for all who work with me. A goal without a plan is just a dream. I believe in a planning model that I have developed that I have lovingly coined the “Swystun System”. It is a base planning strategy that is easy to understand and allows your Financial Plan to change as you change. From Cash Flow analysis, to Debt Elimination, to Short Term Goal planning, to Long Term Goal Planning to Proper Insurance Planning – this is what the Swystun System walks you through. I look so forward to hearing from you. All the best, Hannah J Swystun
3
37 Richard Way S.W. Suite 100, Calgary, AB, T3E 7M8
403-253-4840
At Investors Group, we know that today, good financial advice is more important than ever. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there. - Retirement Planning - Investment Planning - Savings Plans - Cash flow management - Education Funds - Debt Reduction - Life Insurance - Disability Insurance - Critical Illness Insurance - Health Insurance - Long Term Care - Cash flow management - Wealth creation and preservation - Group Benefit Packages - Understanding your Pension Plan I will work with you to help you develop a plan to meet all of your financial objectives. Contact me today for more information!
4
920- 36th St NE suite # 202, Calgary, AB, T2A 6L8
403-229-1229
HBT Accounting* Chartered Professional Accountant provides financial services in Calgary to both individuals and small businesses. Our services include: - Personal Income Tax preparation and filing T1 - Corporate Tax Preparation and filing T2 - Non- for - profit Organizations / Trust returns / T3 - Bookkeeping/payrolls/quick books set-up and training - GST Returns
5
­, Calgary, AB, T2M 1M2
403-282-9829
*****SHOEBOXES WELCOMED***** CFD Approved Bookkeeping Ltd. "LET US HELP YOU WITH YOUR RECEIPT NIGHTMARES" If you want to capture all your small business’s tax, books and payroll details, let CFD Approved Bookkeeping Ltd handle it for you. Owner and founder Connie Harms offers professional tax, bookkeeping and payroll services for small to medium businesses in Alberta. With over 14 years of experience, you can rest assure that Connie will provide the best service for her clients. Be selective – CFD Approved Bookkeeping Ltd is your answer. For over a decade, Connie has been the go-to person for small to medium business. At CFD Approved Bookkeeping Ltd, expect accurate processing of information through the use of bookkeeping and accounting programs, which include QuickBooks Desktop, QuickBooks Online, Sage 50, Receipt Bank, Hubdoc, Telpay, T-Sheets, ProFile and ShareFile Connie Harms works closely with complementary professionals to provide a full range of services to her clients further, Connie also undertakes training courses to remain up to date with current legislation and standards.. Contact us today for more information!
6
6025 12 st SE, Calgary, AB, T2H 2K1
403-477-9447
Based out of the prosperous city of Calgary, Alberta, Financial Freedom of Canada was founded on the principles of entrepreneurial spirit and flexibility. Partnered with over 19 different insurance companies and all the major banks and financial institutions, we are poised to provide an unrivaled comprehensive financial service package to all our clients. Whether it is a matter of insurance, mutual funds, RRSPs, RESPs, TFSAs, savings accounts, mortgages, or even real estate, we believe in never saying “no” when it comes to financial services. By strongly encouraging both the company and all its advisors to be flexible, creative, and capable, Financial Freedom of Canada is at the forefront of the industry.
7
900 - 645 7th Av SW, Calgary, AB, T2P 4G8
403-509-0115
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8
61 Aspen Stone Rd SW, Calgary, AB, T3H 5Y5
403-251-4191
"We Purchase Accounts Receivables For Immediate Cash - NO MINIMUMS, ""Over 25 Years Of Service"""
9
403-238-0238
Sound financial planning is essential to getting the most out of life. Freeborn Financial has the knowledge and experience to guide you through your important financial decisions. We provide an all inclusive financial planning services to individuals and small businesses. Specializing in group benefit plans, guaranteed investment programs and registered education saving plans (RESP). Visit our website at www.freebornfinancial.com How much should you be saving for retirement? What will it cost to put your kids through college? What are the safest investments to make in today’s volatile economy? Get the answers to all your questions from the experts of Freeborn Financial at: Phone: 403-238-0238 Email: freeborn@telusplanet.net
10
706-17 Ave SW, Calgary, AB, T2S 0B7
403-264-7228
Servus Credit Union is member-owned and strongly rooted in the communities we serve. People are at the core of everything we do, and we have a long tradition of service excellence and innovation. Our members are the owners. They are the reason we exist. They count on us to understand their needs, to work in their best interests and to do a great job of making their money work for them and for their communities. Our Vision Servus Credit Union builds a better world - one member at a time. Our Mission Servus Credit Union provides sound, advice-based financial products and services. We are here for our members through all stages of their lives. We help them achieve personal satisfaction, enjoy financial stability and a good quality of life, and we are committed to making a difference in the communities where they live and work. Our Values Member service Integrity Life/work balance Community Teamwork Fairness Investing in our people
11
708 11th Avenue S.W., Suite 250, Calgary, AB, T2R 0E4
403-292-0705
Over time, deciphering information provided by the four financial pillars; the banks, trust companies, investment houses and insurance companies has become exceedingly complex and often contradictory. Add in the government, particularly federal and provincial tax legislation, and staying abreast of all the intricate, interconnected details translates into a full time endeavour, never mind sorting through ever expanding product offerings required during implementation. What we do is ... decipher the complicated. Our Wealth Management strategy, effective coordination of all aspects associated with building, managing and preserving your family's wealth, allows our clientele more time to enjoy the finer things life has to offer - confident that no matter what happens in the market, the economy, or for that fact the world - we will be devoted to achieving your financial goals and aspirations in a disciplined time frame. Live your dream !
12
1936 25 Ave NE # 204, Calgary, AB, T2E 7R1
403-615-7785
At Zentek Financial Services our number one priority is your satisfaction. We’ll do our best to provide you with exceptional service at the most affordable prices. Our diligent staff will provide you with expert service tailored to your own unique needs. Contact us today for more information on our services and rates!
13
56 hidden park NW, Calgary, AB, T3A 5K4
403-660-8881
14
105,150 Crowfoot Cres. NW Suite 742, Calgary, AB, T3G 3T2
800-697-9816
GENCORE CONSULTING People. Passion. Performance. Gencore offers flexible end to end consulting solutions that help businesses and individuals meet their financial objectives. Comprehensive business services include consultations on Business Plans Bank Loan assistance Accounting Services Risk Assessment Raising Capital CRA Representations Financial statements We offer the best possible service at an affordable fee Call us and benefit from our experience. 1 800 697 9816 Email:gencoreconsulting@email.com
15
4101 19 St NE, Unit 5, Calgary, AB, T2E 6X8
587-349-0260
ICS Business Advisory Ltd. (ICS) now operates as an amalgamated and larger concern -RK INTERNATIONAL INC. The company is your ONE-STOP shop for all your business and financial needs. The company is structured into many departments, but the client deals with only 1 account representative. Every department in our firm is geared to cater to the needs of small businesses. We actually consider ourselves the small business specialists' in Calgary. Visit our office to explore the unlimited opportunities we offer and you will be pleasantly surprised by the attention we give you and of course which you deserve . Many clients have actually described this as a lifetime personal experience' (when dealing with accountants). In short, WE ARE YOUR BUSINESS PARTNER. Visit our website :www.yourfinancialmanagers.com for all the details.
16
602, 4655-54 Ave NE, Calgary, AB, T3J 3Z4
403-479-5555
At Jag Financial Group, our main objective is to deliver value to consumer.
17
#208, 11420 - 27th Street SE, Calgary, AB, T2Z 3R6
403-255-5508
Corporate and industrial leasing, quick lease approvals, high approval patio, new businesses, lines of credit, tax advantages, custom leasing, pay as you profit, cash conservation, flexible payment plans; Corporate & industrial leasing, quick lease approvals, high approval rate, new businesses, lines of credit, tax advantages, custom leasing, pay as you profit, cash conversion, flexible payment plans; Corporate & industrial leasing, quick lease approvals, high business, lines of credit, tax advantages, custom leasing, cash conservation, flexible payment plans; corporate and industrial leasing, high approval ratio, new businesses, lines of credit, tax advantages, custom leasing, cash conservation; Quick Lease Approvals, High Approval Ratio, New Businesses, Tax Advantages, Cash Conservation, Flexible Payment Plans
18
815 1 Ave NE, Calgary, AB, T2E 0C2
403-230-3909
19
110, 5800 2nd Street SW, Calgary, AB, T2H 0H2
403-777-9999
OFFICES AND CLINICS OF DOCTORS OF MEDICINE
20
Suite 405 , 1210 8th Street SW, Calgary, AB, T2R 1L3
403-685-9888
Structure short term residential construction financing for home builders including single family homes, multi-family units and small apartment complexes.
21
503 Nolan Hill DR NW, Calgary, AB, T3R 0S9
403-277-0254
Shahid K. Nasir CPA CGA (FCCA Pakistan) proudly serves Calgary and surrounding areas with honest, reliable, top quality bookkeeping services. No job is too big or too small for Shahid Nasir . We take pride in our work and treat every client as if they were our only client. Certified General Accountants see what those numbers say about your business. Whether as an employee or trusted consultant, a CGA finds efficiencies, creates opportunity and maximizes value. Call Shahid Nasir CPA CGA today for all your bookkeeping and tax planning needs. My services includes: -Free review of your last year return to maximise tax claim. -Personal Tax return T1 e-filing . - Self employed T1 . -Corporate tax return T2, - Payroll services, T4 summery. - GST filing, Tax planning , company registration. - Compilation of financial statements and Issue "Notice to reader"
22
190 - 7330 Fisher St SE, Calgary, AB, T2H 2H8
888-330-7587
Corporations, proprietorships, partnerships, office equipment, hospitality industry, agriculture, manufacturing, information technology/communications, new & used equipment, industrial, construction equipment, oil & gas, vendor lease program, sale leasebacks, lease to own, trucks, cars, highway tractors, trailers
23
2106-33rd Avenue SW, Calgary, AB, T2T 1Z6
403-457-4499
24
14 Sienna Ridge Landng Sw, Calgary, AB, T3H 3T1
403-249-2007
25
Centre 70, Box 133 Suite 120, 7015 Macleod Trail SW, Calgary, AB, T2H 2K6
403-873-0262
Benefit From 30+ Years Financial Experience. Dealing With All Aspects of Separation & Divorce Past, Present, Future. TFDS offers an incredibly valuable service ideal for clients and professionals. Wendy's experience encompasses everything from financial planning, tax, insurance, to understanding the legal process. Your benefit is the diverse knowledge Wendy has to help plan for your future. Divorce is not "ALL" about the money, but money is a "BIG" part of Divorce! We provide independent objective assessments. We prepare net worth statements, cash flow and budgets, financial analysis for asset division, child and spousal support. We can show you how after tax financial projections can tell a different story. 50% today may not mean 50% tomorrow. We provide education so you can be confident in your negotiations that will affect your future.
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