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2019 Winner • Worldwide Finance Awards

Ideal Life Experience Ltd.

Best Flat-Fee Financial Advisory - Alberta

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Ideal Life Experience Ltd.

Best Flat-Fee Financial Advisory - Alberta

What is Ideal Life Experience Ltd. and what does it do?

I’m a specialist in the financial services industry. I help people who are struggling with a

significant financial issue. It could be an inheritance, financial independence, postsecondary

funding, changing advisers, divorce, purchase or sale of a home, purchase or sale of

a business, retirement rollover/severance, discovery of excessive fees, couples not agreeing

about financial issues, the ability to retire or any other financial issue that keeps you up at night.

We are also Calgary’s only FLAT FEE for advice provider.

What sets you apart from other financial planning companies?

Transparency, fiduciary, accountability and simplicity. My clients are people who

want more time for the things in life that they can’t delegate, like family, friends, fitness and fun.

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