Retirement Planning

Your retirement plan is comprised of two main components; Retirement Vision and Income For Life Plan.

Retirement Vision: Your vision of a compelling, meaningful retirement lifestyle...

 

SMART Goals

Why do we begin our financial planning process with your unique goals?  Good goals setting:

  1. is powerfully motivating
  2. yields more satisfaction from the sense of achievement
  3. provides...
 

Money Management

Do find that you have too much month at the end of your money? Or maybe even too much money at the end of the month? Having a clear idea of where your money goes each month and...

 

Insurance Solutions

K.P. Power Financial Planners Inc. runs its Insurance business through PPI Solutions Calgary. As one of a few national MGA’s in Canada, PPI Solutions has been supporting the...

 

Financial Planning

We provide our Comprehensive Financial Planning Services on a Fee for Service basis. This way we are able to remain objective and unbiased focusing on the goals that matter … our...

 

Investment Administration

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Investment Administration Services are offered through Sentinel Financial Management Corp.  Sentinel Financial Management Corp. allows K.P Power Financial Planners to offer our...

 

Income Tax Preparation

For those clients with neither the time nor inclination to complete their own income tax returns we are prepared to help.

We provide Income Tax Preparation services for our clients...

 

Risk Management

A Comprehensive financial plan includes an analysis of the risks to the plan that must be considered. Risk Management;

  • Identifies the risks that could threaten your financial...
 

Investment Planning

Your investment plan provides the framework for your investment decisions.  It ensures that the decision-making process with respect to the management of your portfolio will be...

 

Estate Planning

You work hard your entire life to realize the hopes and dreams of you and your family. You implement your financial plan with determination and discipline. As a result you build...

 

Integrated Tax Planning

Tax planning is integrated throughout your financial plan with a goal of minimizing the amount of taxes you pay.

We have the right to structure our affairs to minimize taxes we pay ...