Services
Our Four Pillars
We help Canadians of all walks of life and personal circumstances with their financial planning and insurance needs. How can we help you?
Investment Management
Financial Planning
Insurance
Group Benefits
Fee-Based Services
Access expert guidance to help you build your plan, update your existing one, or establish your legal foundations. We’re here to help.
Create a Plan
Starting at $499
Work with a financial advisor to assess your income, expenses, and lifestyle in order to create a financial plan that sets you up for success.
Update an Existing Plan
Starting at $199
Review plan progress and get help on identifying what to do next.
File Your Personal Taxes & Create a Financial Plan
Starting at $649
Save on your taxes and financial plan by bundling them together.
Work with a financial advisor to assess your income, expenses, and lifestyle in order to create a financial plan that sets you up for success.
Create Your Financial Plan, Will, Power of Attorney, and Personal Directive
Starting at $1,249
Create all four important documents at once. Your financial plan will help you understand how to achieve your financial goals. Your POA, PD, and Will ensure that your estate, legacy, and wishes are protected and respected.
Financial plan, Will, Power of Attorney, Personal Directive, & Personal Taxes
Starting at $1,349
Along with your most important documents, let our partners in business help you file your taxes.
Your financial plan will help you understand how to achieve your financial goals. Your POA, PD, and Will ensure that your estate, legacy, and wishes are protected and respected. File single taxes.
Joint Financial plan, Mirrored Will, POA, PD, & Joint Personal Taxes
Starting at $1,999
Your joint financial plan will help you understand how you and your partner can achieve your financial goals together. Your POA, PD, and mirrored Will ensure that your estate, legacy, and wishes are protected, respected, and aligned. Lastly, we will help in filing your joint personal taxes.
Partner’s in Business
KH | Dunkley Law Group
Insureline Complete
RDG Mortgage
RMI Chartered Professional Accountants
KH | Dunkley Law Group is a Calgary based law firm specializing in all aspects of Real Estate, Corporate, Wills and Estates law. Our goal is to provide superior quality legal services and protect our clients’ interests in every transaction. We are able to accomplish this goal by providing personalized service and maintaining a high level of lawyer involvement in every file.
KH | Dunkley Law Group regularly advises and represents clients on a broad range of legal matters including, but not limited to:
- Residential & Commercial Real Estate
- Leasing
- Corporate Law
- Purchases & Sales of Businesses
- Contracts
- Notary Public & Commissioner for Oaths
- Real Estate Development
- Franchising
- Commercial Financing
- Wills and Estates
- Powers of Attorney
- Condominium Development
- Private Lending
At KH | Dunkley Law Group we take a client-focused approach on every file. We strive to provide our clients with professional service, clear communication and comprehensive reporting. We work with our clients and keep them informed at all times.
Whether you’re looking to place insurance on your home, vehicle, revenue property, business, or anything else, InsureLine would love to help you out!
Here at InsureLine we understand that getting insurance can be complicated and sometimes stressful. When the right insurance policy is in place it can help protect your investments and save you thousands of dollars. We understand obtaining insurance can be a hassle; however, we have made it our goal to simplify this process while also saving you money.
We have access to an incredible market – which means, unlike many companies who only offer a limited selection of insurance policies, we have a wide array of insurance providers to choose from. We shop with all our insurance markets to determine the best premium and coverage available to you.
Furthermore, if you already have insurance, we can determine if we can reduce your premiums or offer more comprehensive coverage than you currently carry.
Should anything unforeseen occur, working with InsureLine gives you the confidence of knowing that you have the proper protection in place.
RMI Chartered Professional Accountants
RMI Professional Corporation, your go-to small business accounting firm, provides companies and individuals with professional accounting and tax services in Calgary and the area. RMI’s chartered accountants and experienced bookkeepers work diligently each day with our clients to ensure success in their business. Our clients take precedence – whether it be a phone call or an email, they can expect a response expeditiously. Our services include accounting assurance, bookkeeping, financial statements, small business accounting, cash flow statements, U.S. taxation, and much more.”
RDG Mortgage
Markets Served: Calgary And Surrounding Areas
Richard De Guzman, a born & raised Calgarian, witnessed hard work from a young age and proudly carried these values and dedication into his career. With over 20 years in the Finance Industry, he has undeniably earned the title of a seasoned Mortgage Specialist. He is knowledgeable, creative and thinks outside the box. Continuously commended for ensuring his clients feel at ease, it’s evident he is passionate about helping people.
Awarded New Broker of the Year his first year with Mortgage Architects and subsequently achieving President’s Club status each following year, Richard attributes his success to his loyal clients and various strategic alliances.
When Richard isn’t working, which is rare, you can find him supporting his daughters’ dreams on the soccer pitch or in the audience of a dance recital, traveling with his wife, or you might see him trying to shave a few strokes off his golf game!
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Tools from the Experts
Financial Tools & Resources
We have created several case studies and tools to help you, as well as a regularly updated blog that explores personal finance, investing, tax planning, insurance, and more.