Dean Kendall is a Financial Organizer, CLU, CHFC from Calgary Alberta, Canada. Fortunately, in 2008 after 16 years as a financial planner he underwent a dramatic positive transformation both personally and professionally. He decided that the profession and the industry had to be changed to serve clients in a radically different way. He also wanted to bring clarity and transparency to both services and fees.
He felt that it was critical to integrate and align three key areas – your most deeply held values, your most important goals (financial and nonfinancial) and the entirety of your financial affairs, in order to help you live your ideal life. Without this alignment, he felt that his clients were taking excessive risks to chase returns without a clear picture of where they were going and why getting there was truly important to them.
Dean wanted to create a client centered methodology and to serve his clients to a higher fiduciary standard than any governing or regulatory body in Canada. He developed a process that gives clients the highest probability of achieving their most important goals in the shortest possible timeframe.
He helps clients delegate in all areas of their lives so they can create more discretionary time. The big payoff for his clients is spending more quality time on the truly important areas of their lives, including family, fitness and health, travel and hobbies, contributing more time to meaningful causes, exploring their spirituality, or whatever is most important to them.
IDEAL LIFE DESIGN AND WEALTH MANAGEMENT
Imagine, for the first time, experiencing a one-of-a-kind process that fully integrates and aligns your most important goals (financial and non-financial), with your most deeply held values (the people and things that are most important to you) and then determines how your finances can be arranged to optimize your fulfilment and enjoyment of life.
Imagine the peace of mind & simplicity you will enjoy with an integrated, aligned overarching strategy for every area of your financial life (including banking, family budgeting, bill paying, autos and other major purchases, financial and retirement planning, insurance, accounting and tax minimization, investments and money management, estate planning and more) all integrated into a single strategy that assures that you will achieve your ideal life goals in significantly less time than other methods.
This unique system goes way beyond traditional retirement planning or wealth management. In fact, most of our clients are so active and vital that they never want to retire. They just want to have the option to work when, how and with whom they wish. They often prefer to use the term Financial Independence which can happen at any age. To get there, you just need to make your money go to work, so you don’t have to.
Never forget that your money is there to support your LIFE goals and dreams. That’s why we start with a solid Ideal Life planning process and keep working until you have a crystal clear life plan. Then we go to work on how to support it financially.
You will experience 1 of a select few in the world and the only FLAT FEE / Fee-only, Values-Based Financial Planning™ firm in Calgary which offers Truly Comprehensive Financial Services™ covering all 5 financial disciplines in a single integrated plan. Values-Based Financial Planning™ is our philosophy and methodology for providing Truly Comprehensive Financial Services™.
Picture a future where your strategy is protected since every recommendation is PEER REVIEWED through 5 best-in-class subject matter experts, each with deep expertise in their own specialty. Imagine having an oversight team coordinating all your affairs and your advisors so you don’t get advice in a silo.
We provide an outcome that busy successful people are searching for, true wealth – DISCRETIONARY TIME. Your investment for the value you receive is 1 simple annual tax-deductible FLAT FEE.
Dean was a 3X Canadian National #1 Amateur BMX rider and a 5X Canadian National #1 Professional BMX rider. He leverages his dedication, focus and enthusiasm for sports to coach his clients to win by achieving their ideal lives. Dean also enjoys the adrenaline of downhill mountain biking, heli-boarding and is trying to figure out surfing. Dean lives in Calgary with his extraordinary wife Ellen and his awesome yellow lab Samson.
Smart choices are never more important than when your money is involved. In Stop Paying Hidden Investment Fees! How To Get Unbiased Advice For The Right Fee So You Can Reach Your Financial Goals Years Earlier, Financial Organizer Dean Kendall lays out a plan to help you become better informed about the investment industry and to understand the impact of hidden fees on your ability to reach your goals.
Are you tired of navigating the proliferation of financial noise, smoke and mirrors marketing and deluge of titles, brands and services? Their business cards might say “Financial Advisor”, “Financial Planner”, “Wealth Manager”, “Wealth Advisor”, “Private Wealth”, “Private Client Advisor” or even “Trusted Advisor”. You have seen the “brands” of the giant institutions displaying Wealth Management, Financial Planning, Retirement Planning, Private Wealth and Private Client.
You must learn to ignore these titles and the “brands” of the giant institutions for which they work. IGNORE! IGNORE! IGNORE! These are the tools of distraction and misdirection! The bottom line is that these companies charge HUGE HIDDEN FEES that have a dramatic impact on the amount of time it takes to reach your goals. Let’s have a conversation and I’ll show you how to get where you are going much faster with a single, fair, tax deductible, FLAT FEE.
Intended for successful business owners, entrepreneurs and professionals of all types, Stop Paying Hidden Investment Fees! We will provide a better understanding of the fees you pay, their impact on your goals and your options for pursuing a better course.