Glen Griffiths has served in the financial services industry for over 20 years. His specialty is in lifestyle protection and investment strategies. Glen chose a profession in financial services due to his overwhelming desire to help clients and add value to their lives. He is dedicated to helping people like you gain financial independence and protecting your families. He helps his clients to gain peace of mind through building a solid financial future. Glen knows the importance of preparing for the unforeseen events that can cause a heavy burden or wipe out a family's finances. Glen is proud to help minimize these stressful situations so families can focus on each other through life's challenging and meaningful times.
Take a look at what others say about working with Glen.
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Our company is based on the belief that our clients' needs are of the utmost importance. Located in Calgary, Alberta, we are committed to meeting those needs by learning about you and bringing together the concepts and products to take care of your goals and needs. As a result, a high percentage of our business is from repeat customers and referrals.
We would welcome the opportunity to earn your trust and build a lasting relationship with you.
Hours of Operation
Monday 9:30 am - 7:30 pm
Tuesday 9:30 am - 7:30 pm
Wednesday 9:30 am - 4:00 pm
Thursday 9:30 am - 7:00 pm
Friday 9:30 am - 5:00 pm
Saturday By appointment
MISSION: We help individuals, families and business owners live in dignity and achieve their purpose. We will help to maintain and increase their standard of living also helping their favorite charities be stronger and more solvent. We will impact the community by keeping our clients in a better financial space, allowing continuity of lifestyle and the overall benefits that come with that. By taking personal responsibility for ourselves and our families well being with less reliance on government resource, we will build a better country with stronger individuals and families as well as more solvent businesses. We are inter-generational impactors.
VISION: We will help improve the financial trajectory of 1000 Canadian client households along with charitable gifts. We will do so by using the proper instruments available for protection and growth as we help our clients prioritize who and what is important to them.
Building lasting legacies. We are inter-generational impactors.
PRODUCTS WE OFFER
Life & Income Protection
Life insurance and income protection plans, such as disability or critical illness, ensure that your family has some level of protection if the unexpected occurs.
Looking for some advice regarding your business succession strategies? We can assist with Shareholder and Buy/Sell Agreement coverage.
TFSAs, RESPs, GICs, segregated funds... navigating the options when it comes to investing can be overwhelming. We're here to guide you through and ensure you understand the various investment options available to you.
Ensure your legacy is in place with tools such as parent or grandparent gifting, estate planning, equalizations and transfer strategies.
Thinking about your retirement strategy? We can help you with determine what assets you have and what you need to consider to ensure you are able to enjoy a comfortable retirement.
TESTIMONIALS FROM MY CLIENTS
If you have worked with us and enjoyed your experience, we would love to hear your feedback.
Marja & John O.
My wife and I have known Glen for the past 2 years as our insurance and investment consultant. We have been very pleased with Glen's knowledge and expertise in reviewing complex options in an easy to understand and non-threatening manner. Glen is very professional, polite and respectful at all times.
Without reservation, we recommend Glen to anyone interested in discussing personal, financial matters in confidence.
Darlene & Tyson L.
Glen has been my financial advisor since before I had my son. I had never invested before and was uncertain what to do and what to invest in. He was more than happy to go over options, discuss my concerns and my financial goals. He is happy to set me up with investments, both term, as well as make sure I was protected with life, critical illness and disability insurance. He motivated me to get set up and I have been able to save money and even go to Jamaica 4 times in the last 2 years while still taking care of my needs. He is always looking out for our best interests for now and for the future.
Darcy & Tammy P.
We have been working with Glen for many years. His expertise in the products we have with him is outstanding. We leave everything in his capable hands and we are way ahead financially than ever before. We trust Glen to make the best choices for us and he comes through every time. He has no problem with house calls and extremely friendly. We would recommend Glen to anyone who, like us, hasn't a clue on how to make the best investment decisions. He knows his stuff.
It has been a wonderful experience working with Glen over the past few years. He's walked us through a complete financial plan tailored to our specific needs. He explained in great depth our options, whether it be for Insurance or Investments. Glen is always available for follow up meetings and provides excellent client service.
Chris & Shelly S.
Thank you so much for evaluating the insurance programs for our family. Your support and excellent recommendations helped us to decide on the right protection plan, and your willingness to go the extra mile in regards to the underwriting on our policy made a huge difference. We know that whenever we need expert advice on these topics you will be our only call.
Darren & Kari B.
Glen took away all of our future financial fears. He was able to walk us through details that made it easy to understand. He took the extra effort and went above and beyond in making sure we were in full control of our financial future. Glen made us feel like he was helping a friend versus just doing his job. He made a great personal connection with us. Thanks for all the time you gave us.