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?
Directed by Wesley Forster, a commercial pilot and certified financial planner with over 30 years of experience, 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, Wes and his team apply the same thoroughness and attention to detail to your financial plan that he does with flying. 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 Road Map 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:
Map Out Your JourneyBefore 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 Road Map" in order to achieve your goals and ideal financial lifestyle.
Add fuel to your financesYour 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.
Keep your costs downWhen 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.
Create Great memories, not problemsIt'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.
Swap uncertainty for confidenceWe'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
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 Road Map.
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.
Personalized, comprehensive Financial Plans that are revisited on a regular basis
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Contact Us Today
Either by email by filling out the below, or alternatively call us at (403) 269-4640