Trusted Financial Planning

Client-First Financial Advice

Advice you can trust.

Our commitments to you:
  • To represent only your interests; to be your ally.
  • Offer unbiased, independent advice.
  • To provide answers to your financial questions based on your needs.

As Fee-for-Service Financial Planners, we apply a planning-first approach. Unlike the traditional planning model, our model is focused on creating comprehensive financial plans, not on the sale of financial products.

Stephanie Dwyer
CFP, CLU, TEP

Joining the financial service industry in 2006, Stephanie quickly found her niche in financial planning. Her ability to form strong relationships and create unique and strategic wealth plans is an invaluable asset. In addition to having completed her BSc at Dalhousie University, Stephanie holds the CFP, CLU and TEP designations.

Outside of the office, Stephanie can be found in the mountains year-round, adventuring with her husband and her huskies.

Braedon Osske
CFP

At a young age, Braeden saw the effects a strong foundation and proper guidance can have on someone’s life. This, paired with exceptional interpersonal skills and a desire to help others is what had led him to pursue a career in financial planning.

Bringing a fresh view to the modern finance industry, Braeden is focused on building long lasting relationships and helping clients find a balance between enjoyment and pursuing financial goals.

Outside of his career, Braeden places lots of importance on being active and healthy by playing various sports such as Pickleball or attending various types of fitness and training classes.

Jane Bolstad
CFP, B.Comm.

Jane has been providing trusted, comprehensive, financial planning advice for over 20 years. She is a Certified Financial Planner (CFP), the most widely recognized designation in Canada and internationally. CFP designates are required to complete rigorous and relevant education, pass two national certification exams, meet specific work requirements, adhere to standards of Professional responsibility and an ongoing commitment to continuous learning to retain certification.

Jane is a University of Saskatchewan graduate (B.Comm) and has lived in Calgary since 1987. In her spare time she enjoys spending time with her family (including her dog), being outdoors, reading, and is a dedicated runner and fitness enthusiast.

Featured in The Globe and Mail:
Why it’s even harder to save for retirement for women (May 2018)

Whether you are looking for

Financial advice without a sales pitch
Comprehensive financial planning
A way to reduce the fees you are paying for financial advice

We can help.

How would you benefit from a financial plan?

Financial Planning has long been confused with the sale of investments – sales of investments/products should be the end result of the planning process, not a financial planning activity.

True Financial Planning involves defining your goals and then laying out an action plan to achieve them.

A financial plan can help you to:
  • Feel confident about meeting your life goals.
  • Make the best use of your financial resources.
  • Balance today’s needs with your goals for the future.
  • Have a better understanding of your finances.
  • Be better equipped to make day to day decisions.
  • Prepare for unexpected emergencies.
  • Feel in control.