LifeGuide Financial Information

Our Promise - We provide wealth management and leadership to successful Albertans who care deeply about the lasting impact of their legacies on family and community. Our Purpose - To help highly successful Albertan families (our people) build and sustain a life of significance so that they can take care of the people they love, support the causes they care about, and make a difference in the world. Our Story - 25 years ago, we set out to change the world, one financial plan at a time. But over the years, we learned a difficult truth: not everyone can —or wants to be— change. We realized that in order to make the greatest positive impact on our community, we needed to partner with Albertan families who value: achievement, family, trust, independence, and integrity. Those who recognize that enduring success takes teamwork and delegation. We exist to steward the legacies of those who take care of others, who have created hard-earned wealth and want to ensure it isn’t squandered or lost—who want to trust that their generosity is managed expertly and responsibly. LifeGuide Financial provides compassionate and caring service to a special group of Albertans who have been driven to become highly successful. We make sure they stay that way.