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CA / AB / Calgary
Future Values Estate & Financial Planning photo
Future Values Estate & Financial Planning photo
Future Values Estate & Financial Planning photo
Future Values Estate & Financial Planning photo

Future Values Estate & Financial Planning

Address: Heath Block, 615 15 Ave SW Suite 201, Calgary, AB T2R 0R4, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Advisory Personal Financial Planning $100 - $200
Investment Advice $150 - $300
Portfolio Review $200 - $400
Investment Management Retirement Planning $200 - $300
Charity Investment Planning $150 - $250
Socially Responsible Investing $250 - $400
Client Education Financial Literacy Workshops $50 - $100
Investment Seminars $100 - $150
One-on-One Coaching $75 - $125
Legacy Planning Estate Planning $200 - $350
Trust Establishment $300 - $500
Tax Strategy Development $250 - $400

What people love

From reviews
Responsive communication Knowledgeable team Sound financial advice Trustworthy advisor Personalized service Long-term relationship Client care Investment management Flexible planning Timely service

About this business

Our objective is to be educated about you, your priorities, and how we can make a difference. We will assist you in making sense of it all. Your values are aligned with those of ours. We will collaborate to build a tailored strategy that fits your needs. Financial independence, income continuity, and family legacy are all related factors. Business leaders and strategic professionals can integrate their financial goals into their values by designing financial plans that will help them achieve financial independence, social and family legacy, accountable and sustainable investing, and philanthropy. Since profit reflects the balance between money and meaning, individuals benefit more from us.

Reviews Summary

Sterling Rempel and his team consistently go above and beyond to develop strong and empathetic connections with their clients, and provide exceptional financial planning, consultancy, and personalized service. Customers, both those who are new to investing and long-time experts, admire Sterling for his devotion, openness, and personalized solutions that reflect their values and fiscal goals. Personal, attentive, and proactive advice combined with calm and comprehensive guidance, Sterling consistently puts his clients first, no matter how markets or financial conditions change. The financial advisor's experience and empathy for each individual help them to feel confident they are on the right track, and their empathy and willingness to take a step back are always valued. If Sterling's reviews are any indication, it's clear that he and his team are helping clients achieve financial success and carve out the time they need to spend on what's most important to them. Sterling consistently gets high marks from his clients for giving them the peace of mind to know someone is on their side and making decisions based on their best interests. Clients report always feeling at ease with Sterling and his team, knowing that he is always available to answer their questions and provide the guidance to achieve their financial goals.

Frequently asked questions

7 questions
What do Future Values Estate & Financial Planning clients say about the work?
Clients frequently praise Sterling and his team for their personalized approach, responsiveness, and professionalism. Many reviews highlight their ability to provide sound advice aligned with clients' values and goals, fostering trust and long-term relationships.
Does Future Values Estate & Financial Planning offer investment management services, and how do clients feel about their expertise?
Yes, they provide investment management services, including retirement planning and socially responsible investing. Clients commend the team's expertise and responsiveness, often noting how Sterling's guidance has positively impacted their investment strategies.
What services does Future Values Estate & Financial Planning provide?
They offer a range of services: Financial Advisory (Personal Financial Planning, Investment Advice, Portfolio Review), Investment Management (Retirement Planning, Charity Investment Planning, Socially Responsible Investing), Client Education (Financial Literacy Workshops, Investment Seminars, One-on-One Coaching), and Legacy Planning (Estate Planning, Trust Establishment, Tax Strategy Development).
What are the operating hours for Future Values Estate & Financial Planning?
Their hours are Monday: 8:30 AM-4:30 PM, Tuesday: 8:30 AM-4:30 PM, Wednesday: 8:30 AM-4:30 PM, Thursday: 8:30 AM-4:30 PM, Friday: 8:30 AM-4:30 PM, Saturday: Closed, Sunday: Closed.
Can I get client education services from Future Values Estate & Financial Planning, and what do clients say about them?
Yes, they provide client education services like financial literacy workshops and one-on-one coaching. Reviewers appreciate the team's patient guidance, noting that they help clients become more financially literate and confident in their investment decisions.
How does Future Values Estate & Financial Planning approach legacy planning?
They specialize in legacy planning services, including estate planning and trust establishment. Clients express satisfaction with the team's thoroughness and attention to detail, often highlighting the importance of aligning financial strategies with personal values.
Where is Future Values Estate & Financial Planning located?
Heath Block, 615 15 Ave SW Suite 201, Calgary, AB T2R 0R4, Canada

Location & directions

Calgary, Alberta
Future Values Estate & Financial Planning
Financial Consultant
Address
Heath Block, 615 15 Ave SW Suite 201, Calgary, AB T2R 0R4, Canada
Hours
Closed Now
Future Values Estate & Financial Planning Reviews · 5.0 average
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