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WHAT WE ARE
We are a privately owned, boutique financial advisory firm located in Northwest Calgary.
Visit us today at 8 Varsity Estates Cir NW Suite 300, Calgary, AB T3A 2Z3
WHO WE ARE
Susan J. Brown is the founder and principal advisor in the company. She is a licensed life and accident and sickness advisor in Alberta. She is supported by administrative staff and a network of peers and professionals in the local area.
OUR CLIENTS
We work with business families and entrepreneurs who want to protect and preserve their family income, wealth and legacy. We also work with individuals who are looking for higher level estate and wealth planning strategies using life insurance.
WHAT WE OFFER
We offer ongoing insurance management services for our clients corporate and personal life and health insurance policies. In addition, we offer one-time consulting services to business families who want to address family dynamics impacting business succession or family harmony.
WHAT OUR CLIENTS THINK IS ALL THAT MATTERS.
Patient & Professional
"Over the past several years Susan has respectfully patiently, and professionally guided our investment portfolio."
F. Hleucka
Calgary, Alberta
Integrity & Honesty
"Over the past 16 years, Susan has always given me and my family exceptional services. She operates her business with integrity and honesty which makes us feel confident that she is always working in our best interest."
M. Jina
Calgary, Alberta
Passion & Energy
“I think what Susan provides goes well beyond financial planning and I appreciate the passion and energy that you bring to me as a client. Trust is faith based in evidence and I have a lot of trust in you since the time we worked together and that is invaluable”
C. Mogdan
Calgary, Alberta