2019 Winner • Worldwide Finance Awards
Ideal Life Experience Ltd.
Best Flat-Fee Financial Advisory - Alberta
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Ideal Life Experience Ltd.
Best Flat-Fee Financial Advisory - Alberta
<p><strong>What is Ideal Life Experience Ltd. and what does it do?</strong></p>
<p>I’m a specialist in the financial services industry. I help people who are struggling with a</p>
<p>significant financial issue. It could be an inheritance, financial independence, postsecondary</p>
<p>funding, changing advisers, divorce, purchase or sale of a home, purchase or sale of</p>
<p>a business, retirement rollover/severance, discovery of excessive fees, couples not agreeing</p>
<p>about financial issues, the ability to retire or any other financial issue that keeps you up at night.</p>
<p>We are also Calgary’s only <strong>FLAT FEE</strong> for advice provider.</p>
<p><strong>What sets you apart from other financial planning companies?</strong></p>
<p>Transparency, fiduciary, accountability and simplicity. My clients are people who</p>
<p>want more time for the things in life that they can’t delegate, like family, friends, fitness and fun.</p>
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