Building the foundation for family harmony
Specializing in Family Business, Succession, and Estate Planning . Book a ConsultationLearn MoreWho We Serve
Our Services
About Us
Who We Serve
At Experience Financial we advise families and family businesses on the tangible and intangible aspects of estate and succession planning.
We also consult with tax, legal and financial advisory firms.
Our Services
Estate
Planning
Succession
Planning
If you’ve built your business from the ground up, or even if you took over and have been running it for a number of years, handing over the reins is difficult. The challenges can be amplified if you have a family business.
Practice
Consulting
If you are looking to add value to your traditional tax, legal or financial advisory practice, we offer surrogate planning services , practice management consulting, and advisor training for your team.
About Experience Financial
Experience Financial does not sell financial products. Our commitment is to the families and families businesses we serve and not to large financial institutions.
Advice Only Financial Planner
Serving Alberta and Ontario
Advice Only financial planners offer planning, advice and may assist in the implementation of financial strategies by interfacing with other professional advisors on your behalf. Unlike financial planners and advisors that work for a large financial institution, or advisor that sell financial products, advice only or fee only financial planners work with you directly. They do not receive financial compensation from insurance companies, investment firms or other financial institutions.
Objective Advice
Advice only financial planners are compensated solely by their clients, meaning they have no financial incentives to recommend specific products or services. This ensures unbiased, objective advice tailored to your best interests.
Customized Financial Plans
Since advice only planners don't sell products, their primary focus is on creating customized financial strategies that align with your specific goals—whether it's financial management, insurance and risk management, investment planning, retirement planning, tax planning or estate planning.
Transparent Pricing
With an advice only structure, you know exactly what you’re paying for. There are no commissions, referal fees or other contingency based compensation. The costs are clear and upfront.
Book a Complimentary Consultation
If you’re looking for comprehensive financial, estate and succession planning services, you can book a 30 minute complimentary consultation below.
Experience Financial
Coaching and Consulting Inc.
spencer@experiencefcc.com
spencer@experiencefcc.com
(403) 803-7780
Experience Financial – Coaching and Consulting Inc. © 2024 All Rights Reserved