You have worked all your life and saved for retirement. What other planning work could possibly be left?...
At Christianson Financial, we simplify our client’s financial management decisions, and guide them in making positive choices to achieve financial security.
Our clients are individuals, families and companies who are serious about making smart choices about their financial future and who realize the importance of creating a financial strategy. Our clients prefer the assistance of a professional, allowing them to focus on the other aspects of their lives.
Christianson Financial is committed to acting with honesty and integrity, developing strong bonds of trust, establishing value and creating lifelong relationships with our clients. We place our clients’ interests ahead of our own - without exception. We take care of our clients like close family, and we know their financial success is our success.
Our financial analysis approach gathers our clients information, establishes goals and objectives, identifies a customized course of action with written recommendations and alternatives followed by an implementation strategy and regular review process. We deliver a client focused, high quality, customized and innovative financial experience.
Christianson Financial’s extensive wealth management network includes professionals and specialists in taxes and accounting, estate planning, law, insurance planning, banking, and credit. This makes us the destination for all of our clients’ financial needs and solutions.
We help our clients prepare and protect themselves, their families, and their business from those life events that might impact their financial future. As detailed in the links below, our established process is comprised of five key planning components, and ensures a clear understanding and commitment to achieving goals and meeting expectations:
Please click here to contact us for assistance with any financial questions.
*Investment products are provided by Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Canadian Investor Protection Fund (www.CIPF.ca) and the Investment Industry Regulatory Organization of Canada (www.IIROC.ca). For more information on ACPI, please click here.
They affect every Canadian in most aspects of their lives. Whether it’s earning an income, making a purchase, owning real property, investing, running a business, or transferring your estate, life is full of taxable consequences that, if left unchecked, could consume an ever increasing amount of your livelihood.
Christianson Financial provides the guidance of a professional with experience in preparing tax returns to assist you in minimizing your personal income taxes.
We can help you with Travel, Health & Dental and Critical Illness Insurance
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