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. Our President, Wesley Forster has combined his years of financial planning expertise and a passion for flying to create a metaphorical approach that compares the two and takes a complicated concept and makes it easy to understand. The concept is simple, like flying – you choose where you want to go. And we will get you there.
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
Where Do You Want Your Financial Plan To Take You ?
The team at HSI will help hold you accountable in order to reach your goals and attain the things you really care about. Determining what you really want out of life is the first step to making good financial decisions. Just like a plane’s parts are all interconnected and work together to get you where you want to go, so does your financial plan. Everything is connected. No piece is more important than the other. They’re all critical and work together to get you to your destination safely.
Map Out Your JourneyBefore we help you go anywhere, we first need to know where you want to go. In our initial complimentary 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'll 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.
Meet Your Crew
Professional. Experienced. Dedicated.
President/Senior Financial Strategist
Wesley has practiced in the financial planning industry since 1984, specializing in retirement planning strategies which integrates with our complete wealth management. He is a Registered Financial Planner (R.F.P.) and a Certified Financial Planner (CFP). Wesley identifies the goals and objectives of the client in order to meet pre-retirement and retirement planning needs. He created the Economic Evolution Program and is the author of a book on financial planning: Know You Can: No More Excuses – How to Become Financially Fit in 90 Days.
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 brings his strong background in numerical analysis and customer service by applying his Mathematics degree from the University of British Columbia since taking over the role of Financial Strategist with HSI in February of 2016. His responsibilities include helping our clients achieve their lifestyle and retirement goals by analyzing, optimizing and implementing their Financial Plans. He assists in preparing financial reviews, streamlining internal processes and addressing client requests.
Devon has been with HSI Financial Group since October 2017, and recently completed his Business Degree with a minor in finance at Mount Royal University. Devon’s strong educational background in Business Management is an asset to our organization as he is responsible for overseeing the back office processing involved with completing Financial Plans. Questions regarding investments and risk management transactions are directed Devon’s way.
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 where he also completed several economics courses. As your Client Services Manager, Andrew utilizes his combination of education and experience and is the initial contact for addressing client requests, while responsible for back-office processing and assisting with Financial Plans.
Marcella is the friendly face that greets our guests at HSI and has been the initial contact on the phone since joining HSI in October 2019. She ensures computer records are accurately maintained while balancing numerous administrative duties including scheduling of appointments, executing event and marketing initiatives, and providing our clients with Red Carpet treatment. Marcella attended the University of Calgary where she graduated with a Bachelor of Commerce degree, majoring in Marketing.