OUR ADDRESS

For any general inquiries, please fill in the following contact form:

Castle Mountain 1
Castle Mountain 2

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    
 
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
 

THE CASTLE TEAM

 

THE CASTLE MISSION

 

At Castle Financial Group we strive to build trust with our clients through honesty, transparency, and integrity in order to create tax strategies while protecting and growing your assets.

 

 

“Rob MacKenzie and Castle Financial Group understood my needs as a doctor and business owner. They helped me understand the best strategies to minimize taxes plus protect my business and investments.”

—  Tom Woo, President

Laser Rejuvenation Clinics

 

CONTACT

OUR GROUP

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

 All Mutual Funds and Exempt Market Products are offered/sold through Portfolio Strategies Corporation.  Other products and services are provided through Castle Financial Group Ltd.