About Us

At CAL Financial Services, our mission is to simplify finances for Canadian families. We aim to provide the education and tools necessary to transform the way you view and manage your money.

Our purpose is to empower you with a deeper understanding of financial planning while delivering the highest standard of professional service. We are committed to exceeding your expectations by fostering a relationship rooted in trust, honesty, and integrity.

In line with our mission, we believe in giving back to the community that supports us. We proudly offer free seminars, host family-friendly events, sponsor fitness initiatives, and provide a complimentary 30-minute consultation to address any pressing financial questions. These initiatives are designed to help you make informed decisions with confidence. Visit our "News and Events" page to learn more about our upcoming events.

Our goal is for every client to enjoy a seamless, positive experience while working with us, knowing they can trust and rely on us every step of the way.

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 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