As a Certified Financial Planner® professional, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Bryce Borden, CFP®
The team consists of me, Bryce Borden, an advisor with over 8 years of experience in the financial services industry and my wife Natalie, who has a background as a legal assistant. I handle client service while Natalie takes care of the administration duties and booking of the meetings.
We are backed by two large Canadian dealerships. Investment products, such as Mutual Funds, Index Funds, Principal Protected Notes and alternative products (Exempt Market Securities) are provided through Portfolio Strategies Corporation. Life Insurance, Disability Insurance, Critical Illness Insurance and Segregated Funds are provided through PPI Solutions (Calgary) Inc. We also provide clients with Guaranteed Investment Funds (such as Manulife Income Plus), Benefits Plans and Travel Insurance.
We refer our clients to Mortgage and Loan specialists in order to help them with Cash Flow and Debt Management and as an independent broker, I am able to deal with the top companies in the Financial Services Industry.
I have been serving clients in the Calgary, Edmonton and Saskatoon areas since 2004 with a focus on helping families build retirement wealth, consolidate debt and protect what they can't afford to lose with appropriate insurance plans. I work with people of all ages and backgrounds and take a holistic approach to servicing my clients' needs. I am not a fee for service advisor and therefore am able to help people from all walks of life. My honesty, good nature, strong work ethic and focus on service has led me to a successful career in the financial services industry. I hold Mutual Fund, Insurance and Exempt Market Securities licenses which allow me to provide my clients with all kinds of products from AGF, Dynamic Funds & Invesco to Walton Capital Management and I am registered to work in Alberta, Saskatchewan and British Columbia.
I began my practice in my hometown of Saskatoon, SK before moving west to Calgary in July of 2006 with Natalie. I continue to service my clients in Saskatchewan and I also have a number of clients in the Edmonton area. Every four to six months I make an Edmonton/Saskatoon road trip to meet with my clients in those areas face to face.