Family's with older children need a wise cash flow management plan to help contend with rising expenses.
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Read moreWise asset allocation and careful investment selection are key to a well-balanced portfolio.
Read moreA detailed estate plan creates a legacy that can benefit your heirs in many ways.
Read moreRetirement today comes with many possibilities. We can help you make the most of every opportunity.
Read moreA wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Read moreStarting out with a firm financial foundation is a great strategy for building a solid relationship.
Read moreFew things in life are more rewarding than helping the next generation get a great education.
Read moreMinimizing taxes through carefully planning is one of the most powerful financial strategies available today.
Read moreRunning a successful business can be one of life's most rewarding experiences.
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Do you need help building a personal life insurance plan and reaching your investment goals? At Freestone Capital we help people in Calgary every day move closer to their dreams and reach their goals. All our clients receive personalized attention, a clearly documented financial road-map planning out their steps to achieving their dreams. And along the way we make sure all our clients are protected from the risks of life through proper life insurance and living benefits insurance planning.
At Freestone Capital we have developed this website to help you learn about life and health insurance planning and investment solutions that will suit your needs. Please feel free to look through our website and use the tools available. We want you to find the information you need to make the right risk management and investment decision to help you reach your goals. Our website includes the following features:
At Freestone Capital we are dedicated to helping our Calgary clients achieve their goals and realize their dreams. We make sure all out clients are protected from risks, like loss of life, illness, injury and the costs of medical care. From the solid foundation of risk management guarantees we build a financial plan that helps you invest wisely, within your risk tolerance, to get the best possible performance from your investment funds.
Contact us today, and we can help you to. Our team of professional advisors will be sure to get in touch with you promptly and help you find a clear path to fulfilling your dreams and making your retirement goals a reality.
We serve individuals, families and business in the Calgary area. Our primary goal is to help each client meet their unique financial goals.
We are never satisfied until you are.