There are many possible life-changing events to look forward to. Most are positive, some are negative. Each...
DON'T JUST WONDER IF YOU CAN REACH YOUR IDEAL LIFESTYLE GOALS
KNOW YOU CAN
When you board a plane – you don’t just cross your fingers and hope you’ll arrive at your destination. You know you will – because you have complete trust in the pilot to get you there. Shouldn’t the journey to your financial goals be the same?
HSI Financial Group is committed to getting you to your destination. Whether it’s living your ideal retirement lifestyle, building a legacy for your family to enjoy, or any other goal, we want you to have absolute confidence that you’ll get to where you want to be.
To do this, the HSI team applies the same thoroughness and attention to detail to your financial plan that a pilot does with flying a plane. It all starts with a good plan – a step-by-step process that leads exactly to your specific goals. From there, we will hold your hand throughout your journey, so that you always know what to do and when to do it.
HSI Financial Group has a dedicated, experienced and knowledgeable team that offers a full suite of financial services. We are licensed in B.C., Alberta, Saskatchewan, Manitoba, and Ontario. Call us today, and let’s discuss how we can prepare a Financial Flight Plan to get you to your ideal financial destination.
IF YOU CAN DREAM IT, WE CAN HELP YOU DO IT
Finances can be complicated. Most people may understand a little bit here and there, but if you miss even one piece of the puzzle, that ideal financial picture in your head will never be complete. That’s why we’ve spent the last 30 years creating proven strategies that will help you seize opportunities and overcome obstacles. The result? Less time worrying about your wealth, more time enjoying it.
At HSI, we will help you:
1
Map Out Your Journey
Before we help you go anywhere, we first need to know where you want to go. In our Introductory Meeting, we'll take time to get to know you - your dreams, needs, fears, etc. We'll create a "Financial Flight Plan" in order to achieve your goals and ideal financial lifestyle.2
Add fuel to your finances
Your investments are the fuel that powers your finances. After considering your needs, the economy, and other factors, we'll help you choose the right investments for your personal journey. And just like a plane needs fuel to last longer than the flight itself, we want to ensure you never outlive your own money.3
Keep your costs down
When you go on a trip, you do everything possible to keep your costs down. At HSI, that's how we approach your taxes. We'll review your situation to help you avoid common tax mistakes and find ways to keep more of your hard-earned money in your pocket.4
Create Great memories, not problems
It's one thing to have a Will. But do you have a strategy for ensuring your loved ones will always be taken care of? We do. Together, we'll look at whom you want to protect and what you want to leave behind, creating an estate plan that brings peace of mind for both you and your family.5
Swap uncertainty for confidence
We've studied, trained, and worked for decades to gain the knowledge and experience necessary to help you. By creating a plan, implementing our proven strategies, answering your questions, and always being there when you need us, we will strive to help you sit back, relax, and enjoy the ride - confident that you will get to where you want to go.
Our Process Is Simple
Discover your Goals
In this initial complimentary meeting, we analyze your life situation, discover your concerns, clarify your goals and create a Financial Flight Plan so we understand where you want to go.
Develop a Plan
We use the Financial Flight Plan to custom design a plan to help you achieve the things you care about most. And to get you to where you want to be.
Ongoing Peace of Mind
We implement your plan and help you to make decisions about your money and keep you accountable in order to achieve your goals and ensure the greatest probability of success.
Choosing the right partner for financial planning is a big decision. We offer a complimentary consultation to learn about your personal goals and create a Financial Flight Plan.
A good financial plan is more than choosing the right investments. It involves a comprehensive plan that covers all your financial needs. As we walk you through a process that addresses each area of your financial life, you become better equipped to achieve your long-term goals.
Our Services
Personalized, comprehensive Financial Plans that are revisited on a regular basis
Know You Can: No More Excuses
How to Become Financially Fit in 90 Days
Wesley J. Forster is the Founder of HSI Financial Group. He has extensive expertise in the finance field as well as a passion for flying. As an accomplished pilot and financial expert, he’s combined his two passions to put together this detailed example of what a financial plan ought to look like and what you deserve from a professional financial planner. He ensures nothing is missed helping to provide you with the most valuable asset of all: an ongoing peace of mind.
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Contact Us Today
Either by email by filling out the below, or alternatively call us at (403) 269-4640
Our Address
#223, 11420 27th Street S.E.
Calgary AB, T2Z 3R6
Phone: 403.269.4640
Toll-Free: 1.888.816.7020
Fax: 403.266.0031