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Bringing Wall Street to Main Street for all Canadians!
We help clients with financial services to get a better rate. Get prequalified for a mortgage today and lock in a better rate now Mortgage Insurance and refinancing.
Offering clients financial service to find better investments options for retirement, child's post-secondary education savings, insurance, or any other financial goals.
Getting properly protected with insurance is the foundation of wealth. Do you have insurance and your last will in place?
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. We are 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 insurance & auto insurance (through referral), pet insurance, vehicle warranty, health insurance, dental insurance, business insurance, disability insurance, etc.) as well as investments (tax shelters (corporate or individual), Investment Funds, TFSA, 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 about 50+ financial firms such as BMO, RBC, Manulife, Fidelity, Industrial Alliance, etc we bring the power of choice to Canadians and get them a better rate than they otherwise would get shopping around themselves. We bring financial education through a complimentary financial strategy call to discuss 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 accumulated, 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 100 financial firms such as RBC, BMO, Fidelity, Manulife, 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 offering 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, as well as other financial concepts for Canadians to achieve financial independence and achieve their 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.
4723 52 Ave NW Unit 102 Edmonton, AB T6B 3R6
Learn More about our firm and financial education.
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.