We assist professionals and business owners by utilizing a needs based financial planning process. We simplify and coordinate their unique financial needs to provide clarity, transparency and accountability for investment performance. Frequently we will refer clients to Investment Counsellors or Private Client Money Managers for their portfolio management needs. Thus we become the client’s investment advocate and help hold the Investment Counsellor accountable.
NEWS | UPDATES
Please note our office will be closed on Monday, August 3rd for the Heritage Day Holiday. Should you have an urgent request during this date, our advisors are still available via email and phone. We wish you a safe and happy long weekend!
As mandated by Alberta Health Services, please find our office health protocols in anticipation of our re-opening on June 1st. BDF Covid-19 Relaunch Protocols
Early 2020 saw us complete an overhaul of our IT infrastructure. The main driver of this change was to secure our clients’ personal data in a paperless environment. Little did we know, a few weeks later, these changes would allow our entire office to work remotely during the early stages of the Covid-19 crisis. Although Read More…