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Specializing in tax minimization strategies for private corporations and their owners

BOUTIQUE FINANCIAL
ADVISING SERVICES

Areas of

EXPERTISE

LIFE, ACCIDENT & SICKNESS INSURANCE
  • Individual Life Insurance Planning
  • Corporate Life Insurance Planning
  • Critical Illness & Disability Insurance
INVESTMENT PRODUCTS
  • Mutual Funds, Exempt Market Products, Segregated Funds
  • Plan Types: IPP, RRSP, LIRA, TFSA, OPEN/Cash Investment    
AREAS OF EXPERTISE
CORPORATE FINANCIAL PLANNING SERVICES
  • Business Consulting
  • CCPC Tax Minimization Strategies 
  • Tax Efficient Wealth Accumulation Strategies 
PERSONAL FINANCIAL PLANNING SERVICES
  • Customized Financial Plans
  • Cash Flow Analysis
  • Long Term and Retirement Planning
CASTLE MISSION
CASTLE TEAM

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Build Wealth that Endures

 

 

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“Castle Financial has effective strategies that have provided my family protection through insurance and growth of generational wealth. 

—  James Osmond, Veterinary 

Osmond Vet Clinic 

TESTIMONIALS

CONTACT

OUR GROUP

1250, 700 4th Avenue SW
E-mail: info@castlefinancial.net
Tel:  403-266-2500
Click Here to Find Us

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