The Absolute Group-Mutual funds provided through FundEX Investments Inc. - Calgary

5/5 based on 1 reviews

The Absolute Group | Calgary Financial Planner - Kevin Cork, CFP® - Theabsolutegroup.com

Kevin Cork, CFP® is a Certified Financial Planner for The Absolute Group in Calgary Alberta AB.

About The Absolute Group/Mutual funds provided through FundEX Investments Inc.


My role is to take all the wild financial schemes Kevin comes up with and turn them into concrete actionable steps that are convenient and simple for clients and most importantly, accurate in reflecting the clients' wishes.

I enjoy the evolving nature and increasingly digital aspect of the paperwork required and my intention is make sure we find the best balance between keeping things easy for the clients while still being precise and clear for the firms we work with.

Contact The Absolute Group/Mutual funds provided through FundEX Investments Inc.

Address :

535 10 Ave SW, Calgary, AB T2R 0A7, Canada

Phone : 📞 +9
Postal code : 2
Website : http://www.theabsolutegroup.com/
Categories :
City : R

535 10 Ave SW, Calgary, AB T2R 0A7, Canada
S
Sharla Carroll on Google

Back in the 1990s while I was obtaining my 2nd and third degree and living with my then common law spouse, we each invested with Kevin at first. Then he introduced us to his fun and absolutely brilliant staff. We made money, and we kept making money. No stocks just funds at that point in my life. They were careful well monitored and I don't recall losing a dime even after I was able to retain their services from Yellowknife Northwest Territories - then included what are now or were then Nunavut residents. His team sailed us through the tech sector so that while still in Calgary, we were able to purchase almost with out right cash of our own that we had saved - a top floor condo with a marvelous roof top deck and a balcony that ran as long as the entire length of all the walls with sliding doors in two places. Kevin still met with us to review and montior from time to time. We were invited to his opening year at the Palliser Hotel - WOW!! We had a pittance of $ invested with him. Yet we had already referred him to friends with more $$ resources and they kept the Absolute minute they left the north. One of the spouses became a Chief left seat Airline pilot, and his wife began to work her way up the ranks of the Calgary Housing Authority - they retained the Absolute Group the entire time they were in Calgary until the Feds in Ottawa snapped her up and gave her full two years living expenses and free French lessons. Not a bad life. They had a son - wanted to chill so went to Nova Scotia. They are like all humans - we all try to have fun each and every day while facing increasing challenges and choices in our lives. Back to Yellowknife, Kevin and his always excellent team kept us as clients and we sailed through the tech sector barely losing a dime. Some people lost their homes and their entire portfolio. None that I even remotely heard of while they were with Kevin's team. None. Not One! Bravo!!!! He treated us while we maybe had 50k in total with him the same way we felt like he would treat though obviously they would require more of his or his team's time, like we had $5,000,000. That's excellent fun for all and WOW what amazing customer service. Dad taught me the tried and true principles - should have kept reading Kevin's blog. Had I gone to cash when I started to have a creepy feeling about the US in 2008 I would not have lost a dime. I did - and I had a hell of a lot more of a pension but had walked away from a six figure salary in 2006 and lost 2/3 of my portfolio in Jan/Feb of 2009. I managed my mother's (now deceased) $ and now her estate and do a lot of homework before I buy anything. She made money through out 2008 and 2009. I simply applied different risk tolerances for her $$ and grew her portfolio after my father died in 2007 from about 200k to close to 800k before she died. Kept the estate open while it grew until Oct of 2014 and went to cash. It will stay that way until final distribution, all taxes, probate fees and debts paid, all estate T3-trust returns filed - taxes paid on those gains as well. It's not growing but it's till going to be about an additional 375 k each for me as well as for my one brother and his family. I am currently in the process of moving to Alberta and if they will take me I will gladly pay a flat fee in exchange for them allowing a certain # of free stock trades per year. I may have over 1M. and no debt then. Or I may have half of that but I doubt it. The sky is not falling in because the NDP won the election. And I don't care what people say about oil prices in Alberta. Get over yourself AB - may need to chill a little if you want to live here and I do not - way too busy but southern AB - quick flight or a drive away or Skype or phone. Pretty easy peasy folks. I always try and always come out ahead by following the same principles. Go completely to cash with all stocks if you are becoming paranoid. Let a firm manage your funds - even better if you can bounce stock ideas off of ANYONE hired by this firm. Go with them or just read their blog!!!! :) :) Sharla

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