Building the foundation for family harmony

Specializing in Family Business, Succession, and Estate Planning .
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Who 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 is taking the steps to ensure that your dependents are taken care of and that your assets are distributed to your family, a charitable cause, or other beneficiaries in the right way at the right time.


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.


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.

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.


(403) 803-7780

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