Enduring Success

Total Wealth Management For Successful Families & Business Owners In Alberta

Learn More

What We Do & Who We Help

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

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
Make the most of their wealth by leaving a lasting impact on family and the community

Our Story

The LifeGuide Financial Story

We help our clients get answers to these questions: Am I going to be okay? Are my kids going to be okay? Is there going to be enough left over at the end of day? Can I pull the trigger on not working? We know the importance of listening to clients, understanding what they’re trying to accomplish with their lives, and giving them the assurance and confidence that they’re going to be okay.

"Our goal is to give people peace of mind and confidence in their ability to make financial decisions. At the end of the day, I want people to be able to put their head on their pillow and sleep well at night."

Scott Richardson, Wealth Management Advisor

Our Clients

We only work with clients for whom we can make a significant impact and provide the best possible service. These clients:

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 and 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

Our Process

We know one plan doesn’t fit all. That’s why we created a 6-step financial planning process that helps you identify your goals and plan to achieve them.

1 Discovery Meeting

We ask you a series of questions to identify your interests, values, goals, and areas of concern.

2 Review Findings

We will review our findings to better understand your goals and what might be holding you back from achieving them. This step will help us gain a complete, in-depth understanding of your financial situation so that we can make appropriate recommendations that accelerate your progress towards reaching your goals.

3 Investment Plan Meeting

The purpose of the Investment Plan Meeting is to provide you with an actionable investment plan that will maximize the probability of achieving your investment goals and clearly spell out our investment approach. The investment plan is a summary of our proposed investment consulting work which will include the Total Client Profile mind map, a summary of your current portfolio and our investment recommendations.

4 Implementation Meeting

The purpose of the Implementation Meeting is to make a commitment to move forward. We only work with clients for whom we can make a significant impact. If this is the case, we will officially take you on as a client by executing all the required documents.

5 Initial Review Meeting

We help organize all the paperwork you have received and set up a system to keep it organized moving forward. We want you to have a clear system to help you continue to make informed decisions.

6 Regular Progress Meeting

At our first Regular Progress Meeting we will present the strategic plan. The plan will contain a range of recommendations, each designed to address a specific financial concern. With your approval, we will then begin to implement the plan, focusing first on the action items of highest priority. At subsequent meetings, we will update you on the progress of the recommendations.

Learn More

Addressing The Five Key Concerns of the Affluent

On a scale from 1-10, how confident are you that your money is working for you as effectively as possible and that all of your financial affairs are in order? If you can't answer 10 to this question, you are likely experiencing the one or more of the 5 key concerns of the affluent: Wealth Creation, Wealth Protection, Wealth Transfer, Wealth Impact, and Tax. Our team has experience addressing these 5 key concerns to give you confidence in your plan and enjoy peace of mind.

Learn More

Make the most of your wealth

Let's Connect