Guidance with Integrity.
We’re a family owned independent financial services firm passionate in improving our clients’ financial well being.
It's Nice to Meet You
We’ve helped clients just like you find money they didn’t know they’d been losing. We’ll review your current strategies with you to find where you may be paying too much in tax dollars, interest expenses, and more.
This additional money either goes right into your pockets or toward your retirement fund.
There’s so much more to financial planning, and it’s our passion to work through it with you.
Our philosophy is to make sure you’re more than just a number.
I’ve been in the financial services industry for over 25 years, and I’ve learned the value in building relationships based on mutual trust through unique, tailored strategies.
Services
Succession Planning
We provide the tools and resources you need to execute the best strategy for passing assets on to the next generation for your business.
Business Owners
We’ve helped tailor solutions to protect our clients’ businesses from unexpected catastrophic events.
Personal
Let’s discuss options that will help maintain your current lifestyle through retirement.
Testimonials
In my profession, follow up and making sure others are taken care of is key!! That is what I have found Marc to be all about, having your best interests at heart, making sure you make the best informed financial decisions and making sure that your family is taken care of. Great decision to work with him!
MICHELLE MCPHIE, VERNON BC
Respect and loyalty, creative solutions and client peace of mind – these strengths set Marc Boesener apart from traditional financial advisors.
We enjoy a professional partnership with Marc. As equal participants in our financial growth and management strategy we discuss options together, and Marc ensures the portfolio is aligned with our values and life goals, respects our risk tolerance and maximizes returns. Marc’s hands-on approach keeps us connected. His competent guidance for business as well as personal portfolios has been extremely beneficial to us.
We believe strongly in Marc’s ability to support and provide financial leadership that is tailored to the client’s goals. Marc’s perspective invites clients to reach beyond traditional thinking about money and value, to achieve more. We believe this SO strongly that we have referred countless family, friends and co-workers to discover what Marc can do for them, and we have been thanked over and over again by them. Marc’s professional, easy-going nature is anchored by a strong moral and ethical compass.
For the majority of us our family, our finances and all things that impact both, define how and what we choose for our life. Marc truly has the expertise and the commitment to bring together the best of both.
MICHELLE AND HUGHIE GILCHRIST, WEYBURN, SASKATCHEWAN
