About Us

Our mission at CAL Financial Services is to simplify finances for Canadian families. We provide the education and tools necessary to help change how you view your finances, and how you handle your money.

Our purpose is to give you a new understanding of financial planning while providing the highest quality of professional service. We make every effort to exceed your expectations by developing a relationship built on Trust, Honesty and Integrity.

Aligning with our mission, we feel it is imperative to give back to the community that supports us. We do this by developing and providing free seminars to the public, hosting family events, sponsoring fitness initiatives and providing a Free 15 minute meeting to anyone needing a professional opinion to any “nagging” questions so you can make an educated decision. Visit our “News and Events” page for more details on upcoming events.

Our wish is for our clients to enjoy a complete and positive experience, and to work with us having absolute confidence and trust.

Get in touch

We at CAL Financial Services know that finding the right advisor for your specific needs is a choice not to be taken lightly. To book a free initial meeting to walk you through your needs and the scope of your goals, Click Here

Alternatively, if you just need a question answered professionally, truthfully and honestly, Click here for your free call