About HSI Financial Group
HSI Financial Group has a dedicated, experienced and knowledgeable team that offers a full suite of financial services. We build a relationship with our clients to understand their needs and lifestyle, and take a partnership approach by working together to make the best financial decisions for your family now and in the future. By creating a plan that covers all aspects of your finances, HSI ensures you are minimizing your risks and protecting your assets. Our full line of services includes financial and retirement planning, tax planning, estate planning, investment strategies, insurance and group plans.
We are a team of dedicated and passionate professionals that want to make sure you are well set up for the future to build an ideal financial lifestyle.
We pride ourselves on providing prompt, personal, and highly professional services to meet your financial needs now and in the future. We are fully licensed in B.C., Alberta, Saskatchewan, Manitoba, and Ontario. Call us today, and let’s discuss how we can take flight together. You pick the destination, and we’ll fly the plane.
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.
Meet Your Crew
Professional. Experienced. Dedicated.
Warren White
President/Operations Manager
Warren has been with HSI since March 1996 after graduating from University of Calgary with a Bachelor of Arts in Economics. He is a valuable member of the team and upholds the vision/mission of HSI, which is to provide service to our clients that exceeds expectations. Warren looks after the day-to-day operations of HSI, as well as compliance, internal accounting, office management and business development.
Blake Carruthers
Financial Strategist
Blake is a Financial Strategist with HSI Financial Group and brings a strong background in numerical analysis to this role by applying his Bachelor’s degree in Mathematics from the University of British Columbia. He is also a Certified Financial Planner (CFP) and is pursuing additional designations as part of his continuing education. Blake helps our clients achieve their lifestyle and retirement goals by analyzing, optimizing, and implementing their financial plans and is involved in many of our client meetings.
Devon Cheema
Financial Strategist
Devon has been with HSI Financial Group for his entire career since graduating from Mount Royal University with a Business Degree and a minor in Finance. Devon is a Certified Financial Planner (CFP) and has experience dealing with businesses, corporations, and Individual Pension Plans for executives and business owners. Devon’s educational background in Business Management is an asset to our organization, helping our clients achieve their lifestyle and retirement goals by developing and monitoring financial plans that fits their needs.
Andrew Owsiak
Client Services Manager
Andrew joined HSI in 2020, bringing with him over seven years of banking experience at RBC. Prior to his banking career, he completed a Bachelor of Arts Degree in Sociology at Dartmouth College. Andrew is currently pursuing his Certified Employee Benefits Specialist (CEBS) designation so he can better assist our clients in understanding their group benefits. As the Client Services Manager, Andrew is the initial contact for addressing client requests, while responsible for back-office processing and assisting with Financial Plans.