Future Values Estate & Financial Planning - Calgary
5/5
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based on 8 reviews
Future Values Estate & Financial Planning - Futurevalues.com
Financial Planners Calgary & Financial Advisors Calgary. We are committed to providing the financial tools that help build an enduring legacy for each client.
About Future Values Estate & Financial Planning
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Contact Future Values Estate & Financial Planning
| Address : | Heath Block, 615 15 Ave SW Suite 201, Calgary, AB T2R 0R4, Canada |
| Phone : | 📞 +9 |
| Postal code : | 2 |
| Website : | http://www.futurevalues.com/ |
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| City : | R |
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Rob Lavoie on Google
★ ★ ★ ★ ★ Sterling Rempel, has been my personal financial planner for a period of nearing 20 years. He has never skipped a beat during that time. I know that my retirement savings are in good hands and I am get all the important notifications and recommendations needed to keep on track with managing these funds. Over the years I have been gravitating towards more environmentally aware, social governance aware, and charity aware investing - for which Sterling demonstrates exemplary skills! Couldn't be happier!
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Stephanie Gagnon on Google
★ ★ ★ ★ ★ Sterling and the team have been our financial advisors for many years. We have always been very impressed with his knowledge and care. Sterling gets to know us as individuals and offers financial planning and products that match our values. We love working with them.
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Tony Tighe on Google
★ ★ ★ ★ ★ After the financial crash in 2008 my wife and I were not happy with how our financial advisor handled our investments. I had met Sterling through my work as a Journalist, interviewing him for stories about financial planning, and we decided to ask him to review our portfolio. Based on his analysis and experience we moved our investments. The value of our portfolio increased steadily, and when we decided to take early retirement in 2018, we were in the financial position do so. Sterling and his team have provided sound and consistent advice and we both feel without his guidance we would not be in the position we are today. He took the time to learn about our financial goals and was able to create a portfolio that stood the test of time.
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Tim Gain on Google
★ ★ ★ ★ ★ We started to take a much more active interest in our investments last year, right before the world's stock markets went into Covid free fall. With Sterling's experience and calm guidance he presented us with our options and encouraged us to stay the course. Thank you, Sterling!
He and his team treat us as people, not as numbers, which is very refreshing.
He actively listened to our financial goals and tailored a plan for us to help us to achieve them. He is always quick to respond to any questions we may have, answering in layman terms.
Whether you're a seasoned investor or a financial newbie, Sterling will meet you at your level and guide you accordingly.
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Jeff Reading on Google
★ ★ ★ ★ ★ Sterling, and his team have been our advisors for more than 20 years. Not only has he provided conscientious, detail oriented and thorough service, he has also supported the financial literacy and early investment efforts of our children, who continue to flourish as a result. He has also supported legacy planning and international financial investment transfer challenges. Sterling always impresses me with his current knowledge, diligence, professionalism and ability to stay on top of the needs of our various investments. He's also a talented outdoor leader and whisky aficionado. How can you not like that!
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Clayton Achen on Google
★ ★ ★ ★ ★ Sterling gets personal and human, and has suggested ideas and prompted me to take action on things that I’ve say on for years. I appreciate the team’s responsiveness and transparency.
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Brad Cote on Google
★ ★ ★ ★ ★ Sterling has been our advisor for nearly 15 years. Over this time he has shown the patience of a pre-school teacher in helping us become more financially literate. He has guided us through the pandemic with calm and detailed advice. Every question is answered promptly and options provided. This is an intimidating field when one does not work and live in this space every day, and Sterling has helped us make sense of it, and make the best decisions for us within it. We cannot speak highly enough about the advice and care we receive. We are very fortunate to have someone with Sterling's integrity and expertise in our corner. Thank you Sterling for your continued care and passion.
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Oliver Buchmann on Google
★ ★ ★ ★ ★ Sterling and his team are nothing short of amazing. They provide professional service, are forthcoming about all your finances and truly care about their clients. Five stars is not quite enough,
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