Bringing Wall Street to Main Street for all Canadians!
Through our referral partners, we help clients get their debt under control. Is being in debt is keeping you up at night?. We can help. Talk with our specialist about what options you have to get out of debt faster.
Offering clients financial brokerage services to find better investment options for their retirement, child's post-secondary education (RESP), TFSA (Tax-Free Savings Account), RRSP (Registered Retirement Savings Plan) or help individuals reach any other financial goals.
Getting properly protected with insurance is the foundation of ant wealth plan. If the unthinkable ever happened, are you and your family protected?
Looking to Refinance or Buy a home. Through our referral process, we can help.
Looking for a quote on Home / Auto Insurance. We can help. BC, AB, ON only at this time.
Whether you need all-around health and dental plan or targeted protection in a specific area, there are many that provide affordable, flexible coverage for prescription drugs, dental care, vision care, registered specialists and therapists, other extended health care services, semi-private or private hospital rooms, and catastrophic drug costs
I am Chris Petitclerc and I am a licensed insurance agent and financial broker based in Calgary Alberta, Canada. We service all of Canada and help all Canadian families, low to high-net-worth individuals, get financially on track. We bring Wall Street to Main street.
Our mission is to help one family at a time. Experior Financial Group is a 1 stop shop for most anything financial such as mortgages (through referral), most any type of insurance (travel insurance, life insurance (permanent and term), critical illness insurance, home and auto insurance (through referral), health insurance, dental insurance, business insurance, disability insurance, critical illness insuarnce etc.) as well as investments (tax shelters (corporate or individual), Investment Funds, TFSA (Tax-Free Savings Account), RRSP, GIC, RESP (Registered Education Savings Plan, RDSP (Registered Disability Savings Plan), etc, and retirement and estate planning.
As an independent broker, we have access to about 50+ financial firms such as Manulife, Blue Cross, Fidelity, Industrial Alliance, Beneva, etc. See our product providers here. We bring the power of choice to Canadians and can typically get them a better rate than they otherwise would get shopping around themselves. We can bring financial education through a complimentary financial strategy call to discuss their options, as well as financial strategies to help people achieve their financial hopes and dreams.
From a young student just getting started in life with little savings, to a doctor, lawyer, or business owner seeking tax shelter solutions, a family looking to save for their child's college or university, or maybe an employee who just left their company and seeking a good investment for their pension plan we can help almost everyone. In most cases, we are the best option.
Why go anywhere else? Financially sharp people know "the bank" is typically not the best place to do business.
Book a Complimentary Financial Life Strategy Meeting and see how we can help you?
We are an independent broker and own no products ourselves. We are partners with about 50 financial firms such as Fidelity, Manulife, Industrial Alliance, Beneva, etc. Chris Petitclerc has been licensed in the financial industry since 2019. Prior to 2019, Chris was the CEO of Oakmont Investments (a US and Canadian real estate corporation) since 2013 offered creative real estate solutions in Canada and the USA such as vacation rental management, private money loans, wholesale property, rent-to-own solutions, and more.
Our mission is to educate all Canadians one family at a time. Many of us did not receive financial education in our schooling system. We offer financial education with all types of insurance, investments and debt as well as other financial concepts for Canadians to achieve financial independence and achieve their financial hopes and dreams. We want to help people get financially on track and in better financial shape. 99% of the people we sit down with see the value in the service we provide. Let us prove to you that we can help as much as we say.
I love to educate clients, so feel free to visit during normal business hours.
950 McKenzie Towne Manor SE, Calgary, AB T2Z1E1
09:00 a.m. – 05:00 p.m.
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Learn More about our firm and financial concepts and strategies.
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Chinese Proverb - Start Investing Today!
Book a Complimentary Strategy Session and Recieve a no-obligation copy of this ebook. Save money, save taxes, get properly protected, and get financially on track! Servicing clients in all Provinces and Territories in Canada.