Assante Capital Management Ltd

Woofter Insurance and Financial Services Ltd., led by Mark Woofter, boasts over 40 years of experience in life insurance, health, wealth management, and employee benefits. Mark has held esteemed positions in industry organizations, including past president of the Calgary chapter of the Canadian Association of Insurance and Financial Advisors and board member of Advocis, the Financial Advisors Association of Canada. The firm offers a comprehensive suite of services, including financial planning, retirement planning, estate planning, and various insurance products like life and disability insurance. With a commitment to expert guidance and client satisfaction, Woofter Insurance strives to cater to the diverse financial needs of its clientele. Generated from the website

Hervin Pesa is a Calgary-based fee-only financial planning firm dedicated to helping Canadians over 50 navigate their retirement with confidence. By offering personalized retirement income plans that maximize income and minimize taxes, the firm aims to eliminate guesswork and empower clients to embrace their ideal retirement. With a commitment to integrity and tailored advice, Hervin Pesa focuses on creating customized financial strategies without the pressure of sales pitches or hidden fees. Their comprehensive approach ensures that clients receive unbiased guidance, allowing them to make informed decisions about their financial futures. Generated from the website