Douglas Financial Ltd.

Douglas Financial provides holistic financial planning with the expert advice needed for tax, retirement, and estate. Chris Morgan passed the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) exams. He volunteers on several local boards and teaches financial planning classes at Red River College. Some years back, a client came to meet us. The client asked for our "tax representative" since their insurance agent had created a retirement plan and an investment specialist implemented their investments. Over the subsequent years, I frequently became an annual obligee to remind her about the previous year's large, unexpected tax bill. The fundamental issue was the investment income she earned, and therefore, every spring, she would visit my office with a note asking her to give her "investment person" instructions. She had no specific amount she wanted to save, but the primary goal was to lower her tax bill (Douglas Financial Ltd.).