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Financial Planning

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Financial Advisor Canada

I am Chris Petitclerc and I am a licensed insurance agent and financial advisor and am 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, most any type of insurance (travel insurance, life insurance (permanent and term), critical illness insurance, home insurance, auto insurance, 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. Why go anywhere else? Book a complimentary Financial strategy call today.

Matte & Associates Financial Solutions

Kelowna Financial planners and Manulife Insurance advisors for travel, life and health insurance. Disability and critical illness protection. Professional estate planning and registered retirement plans.

Moraine Wealth Advisory

At Moraine Wealth Advisory, we provide personalized financial planning and expert guidance to help you achieve your goals. Our services include Wealth Advisory, Retirement Planning, and Investing, all tailored to support your financial security and long-term success. Whether you're building your wealth, preparing for retirement, or seeking smart investment strategies, our dedicated team is here to guide you with clarity, integrity, and care every step of the way.