Your Retirement

Retirement comes with many possibilities. We help you make the most of every opportunity.

Established Family

Families with older children need a wise cash flow management plan..

Your Investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

Protecting Your Family

No financial strategy is complete without a plan to protect loved ones from financial loss.

Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.

Young Family

A wise financial strategy keeps a family on track during all the "growing-up" years.

Retiree

Careful planning can help to ensure a high income level during retirement.

Starting Out

A good financial strategy is a great foundation for a solid relationship.

Your Child's Education

Few things in life are more rewarding than helping the next generation get a great education.

Single

When life situations change a good financial strategy can help to lower the stress.

Income Tax Planning

Minimizing taxes through carefully planning is a powerful financial strategy.

Running a Business

Running a successful business can be one of life's most rewarding experiences.

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Freestone Capital will help you define your goals and draw a roadmap to reach your dreams through trusted life insurance and investment planning advice in Calgary

Life Insurance and Investment Planning in Calgary, AB

Do you need help building a personal life insurance plan and reaching your investment goals? At Freestone Capital we help people in Calgary every day move closer to their dreams and reach their goals. All our clients receive personalized attention, a clearly documented financial road-map planning out their steps to achieving their dreams. And along the way we make sure all our clients are protected from the risks of life through proper life insurance and living benefits insurance planning.

Freestone Capital Insurance and Investment Services Include:

Life Insurance plans to meet your immediate risk needs and create long-term wealth and estate planning.
Living Benefits Insurance, like disability, critical illness and long term care insurance, to protect your income, your access to healthcare, and to pay for medical services not covered by the Alberta government.
Investment Planning, through the use of mutual funds, segregated funds, annuities, GICs and more, to help you reach your retirement dreams and minimize investment risk along the way.

Using our website to find insurance and investment solutions

At Freestone Capital we have developed this website to help you learn about life and health insurance planning and investment solutions that will suit your needs. Please feel free to look through our website and use the tools available. We want you to find the information you need to make the right risk management and investment decision to help you reach your goals. Our website includes the following features:

Extensive content on life insurance, living benefits and investment solutions available for clients in Calgary.
Online calculators for life insurance, disability insurance and critical illness insurance analysis to find out how much coverage you need.

Dedicated to Building Your Customized Financial Plan

At Freestone Capital we are dedicated to helping our Calgary clients achieve their goals and realize their dreams. We make sure all out clients are protected from risks, like loss of life, illness, injury and the costs of medical care. From the solid foundation of risk management guarantees we build a financial plan that helps you invest wisely, within your risk tolerance, to get the best possible performance from your investment funds.

Contact us today, and we can help you to. Our team of professional advisors will be sure to get in touch with you promptly and help you find a clear path to fulfilling your dreams and making your retirement goals a reality.

Millions of Canadians are without adequate insurance.

Use our online tools to learn more about affordable insurance solutions.

How We help

Protecting Your Family

Without barely a moment’s thought, you would protect your family from…

Your Legacy

You have worked all your life and saved for retirement. What other planning work…

Your Retirement

After years of living the “rat race”, you are looking forward to the day when you…

Young Family

You get home from work, your spouse is tired, and the baby just spilled spaghetti…

Retiree

During the last market downturn a few years ago, retirees who had all their…

Your Child’s Education

First you were putting on their diapers. Then you walked them to their kindergarten…

Year-End Tax Planning Ideas

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November 4, 2024

The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close. Individuals should consider doing their RRSP contributions before the RRSP rush in the first 60 days of 2025. You can get better values by buying today than when

Bad Excuses for Putting Off Investing

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November 4, 2024

Recent college or university graduates with their first career job have an understandable itch to spend money after years of living on Kraft Dinner. Yet this is the ideal time in life to start developing the correct habits that will lead to a comfortable future lifestyle. But we

Weighing the Cost of Your Retirement Dreams

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November 4, 2024

We all know how easy it is to romanticize our retirement years. Many of us make lengthy lists of things we will do and experience in those golden years. We have little doubt about our ability to enjoy the perfect blend of leisure and excitement, which is what