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Get professional help from an advisor with over 25 years experience!

As your Financial Advisor, I'll help you understand your options and make a strong financial plan to help you:
 
  • Build & protect your assets
  • Save money to achieve your goals
  • Ensure your family’s financial security
  • Plan a better retirement
  • Learn helpful tax savings strategies
  • Discover tested financial tactics
  • See what new opportunities may exist
  • Reveal your financial blind spot


 
We'd love to guide you with your:

• Personal or Business Finances,
• Retirement or Estate Planning,
• Life Insurance or Group Benefits,
• Mutual or Segregated Funds,
• RESPs, RRSPs, RRIFs, RLIFs, Etc.,
• Tax Free Savings Accounts
• And more!


Call or email for a no-obligation chat with Todd about your financial situation. We want to help. 403-443-2110



Todd Darling is licensed with Portfolio Strategies Corporation, through which mutual funds are distributed.



Provisus Wealth Management, Transcend offers affluent investors (min $150,000 net assets): professional money management, customized portfolio construction, investment manager selection and more.


Are You Protecting What Matters?

Have You Ever Asked Yourself: If I was unable to work due to illness or disability, how long could I live off my current finances? . . . If I (as a business owner) lost my partner(s) or key employee suddenly, what would it cost the business to replace them? . . . Will I have enough money when I turn 60 or 65, to retire on for the next 20+ years? . . . If I died tomorrow, could my spouse and family maintain their current lifestyle? . . . If I died tomorrow, how much of my estate would go to the government for taxes? . . . Will my family be able to pay estate taxes?

If you are concerned about these questions, we would love to help! Money doesn't need to be scary. A Financial Plan, includes your personal list of short and long-term goals, and how you’re going to spend (and save) your money to achieve those goals. It makes your money manageable.

The liberty found by having a sound financial plan,
of knowing how you can get ahead and stay there,
feels amazing. Come talk to us!


How We Work