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
MAY 29 2020 – OUR OFFICE HEALTH PROTOCOLS
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
MAY 29 2020 – OFFICE RE-OPENING PROTOCOL
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…
MAY 26 2020 – BDF Office Address Update (Note: Physical Office Location is NOT moving)
We wanted to inform you that our office mailing address will change effective June 1, 2020. Please note that our physical office location is not moving, but the city has simply changed our address due to the LRT construction. Our new address will be: 7345 ROPER ROAD NW EDMONTON, AB T6E 0W4 All review meetings that take place at Read More…
