Secord Financial

Future Values Estate & Financial Planning, located in Calgary, AB, specializes in aligning clients' finances with their personal values, focusing on financial independence, family legacies, and responsible investing. The firm offers a range of services including comprehensive financial planning, individual risk management, and business planning, all tailored to help clients achieve their unique goals. Founded by Sterling Rempel, a Certified Financial Planner with over 30 years of experience, Future Values emphasizes a values-based approach to decision-making and prudent risk management. The team is dedicated to translating clients' values into tangible and achievable legacies for future generations. Generated from the website

National Bank, situated in Calgary, AB, offers a wide array of personal banking solutions to cater to various financial needs. From bank accounts to credit cards, borrowing options to mortgages, and savings and investments to insurance, National Bank provides comprehensive services to assist individuals in managing their finances effectively. Moreover, National Bank extends its support to clients during significant life events, such as preparing taxes, building good financial habits, and offering tailored advice for financial well-being. The institution also emphasizes the importance of financial independence, providing resources like the "Invest in you: women's finances" program to empower women in achieving their monetary goals. With a commitment to customer service, National Bank ensures convenience through online banking services, a virtual assistant for queries, and a comprehensive help center for all banking-related questions. As a member of the Canada Deposit Insurance Corporation (CDIC), clients can trust in the security and stability of their deposits with National Bank. Generated from the website content

Trident Capital Partners is a well-established investment firm based in Calgary, AB, specializing in providing strategic financial solutions to a diverse range of clients. With a focus on fostering long-term relationships and delivering customized investment strategies, Trident Capital Partners prides itself on its commitment to excellence and integrity in the financial industry. Generated from their business information