Oglesby Financial Planning Services Inc. in Airdrie

At Oglesby Financial in Airdrie, we understand the daily ins and outs of running your own personal and business operations. We provide hands on service at your convenience with our estate planning specialists.
 
Our financial planning services include:

  • Business Plans – for any financial institution & any size business. Call for a quote
  • Taxation Planning – Corporate and personal returns. Call for a quote
  • RRSPs, RESPs, TFSAs and RRIFs
  • Segregated Fund Investments and Mutual Funds
  • Life, Critical Illness, Disability, Long Term Care, and all other insurance products
  • Group Coverage
  • Drafting of Wills (Assisting in preparation for lawyers)
  • Living Wills (Statement of Intent & Direction/Personal Directive and Enduring Power of Attorney)
  • Personal Health Service Plans

We believe in a different approach when it comes to our customers, ensuring that their needs are met and that the plan we create protects not only their spouse, but their children as well. Organization is the key to securing a stable future for your family.

We know that insurance is difficult to understand and many products get sold without the client really understanding what it is – this is not acceptable. At Oglesby Financial Planning we pride ourselves on being extremely honest, trustworthy, and reliable. We help you see the “big picture” and will relay the information in an uncomplicated manner. Rather than representing a limited number of options, we use the “Life Guide” method to obtain quotes from the top 25 companies in Canada. Together, we will review these options to decide on the company that best suits your unique situation.

Let Oglesby Financial Planning Services Inc. help you discover all the wonderful benefits our program has to offer. More importantly, let us show you how we can start minimizing your taxes, maximize investment returns and increase your peace of mind.

James K. Oglesby – President