At Portfolio Strategies we believe that the biggest risk that clients face is failure to meet their long-term financial goals. Starting with a fundamental belief in Modern Portfolio Theory, we endeavor to provide our advisors with those products and services that will help clients reduce and manage investment risk.
We provide financial planning and investment advice, offering a high level of personal service to our clients. We develop long-term relationships with our clients, so that together we can achieve our clients' investment goals. Our investment policy tends to be conservative, with a long-term outlook.
We provide financial planning and investment advice, offering a high level of personal service to our clients. We develop long-term relationships with our clients, so that together we can achieve our clients' investment goals. Our investment policy tends to be conservative, with a long-term outlook.
Services
Financial Foundations Limited is a Calgary-based corporation providing personal financial planning services, products, and education. We supply insurance plans and personal tax filing. Tom is licensed through Portfolio Strategies Corporation to broker mutual funds in British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario, Canada.
We are especially keen on insurance for key business executives. Personal insurance fits well in a business that must carry on its operations despite the death, illness or disability of key employees. Personal insurance on key personnel is good business planning. We are connected with general insurance carriers that deal with home vehicle and all types of specialty insurance.
Sometimes it's as simple as making investments into a tax deductible Registered Retirement Savings Plans (RRSP). This can reduce income taxes almost immediately. We prepare income tax filing for selected clients and give them advice so that they can legally minimize their tax bill. The Registered Education Savings Plan (RESP) is family friendly tax strategy.
Born in communist Europe in 1954, his earliest and strongest lessons in money management came from his parents as they immigrated to Canada in 1958 with four children. Those first few years were difficult. Tom watched his parents model hard work, frugality, discipline and courage as they raised their young family in a new country and foreign culture.
We are independent. Working with Portfolio Strategies Corp (PSC) and PPI (Prairie Pacific Insurance) Solutions we invest through banks and mutual fund corporations, giving our clients access to a very wide range of products to weather ever-changing markets. And regardless of market conditions, we're available for all kinds of financial coaching and counsel.
Reviews (1)
Nathanael Eckstein
Oct 17, 2021
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