Hello and Welcome to our online scheduler!

Please click below on the calendar for your desired meeting. Then, click on the date and time you want to book. If you are coming as a couple you may include both of your names on one form in the "First Name" field.

If you are outside of the Calgary area we can facilitate meetings via Zoom <-- Click there to get our Zoom calendar availability otherwise, proceed below to book an in-person meeting.

Appointment

Retirement Income Planning Introductory Meeting (by ZOOM)

1 hour

This meeting will be held on Zoom. The Zoom link will be provided in your appointment confirmation and reminder emails. After you pick your date and time below you will be asked to complete a questionnaire that will help us to prepa ...

With

  • Kenneth M. Doll MA, CFP, CLU, TEP, ICD.D

    CHOOSE to meet with Ken if any of the following apply:
    - You are OVER 55 AND are retiring soon, and are not looking for a long-term advisor relationship.
    - You want an objective, tax-efficient Decumulation Plan as you transition into retirement.
    - You want fee-only professional planning.
    - You need in-depth tax and estate planning & transfering solutions.
    - You are a successful business owner.
    - You plan to remain a do-it-yourself investor.

  • Hervin Pesa BA, CFP

    CHOOSE to meet with Hervin if:
    - You are Under age 55
    - You want an objective, unbiased Fee-Only Plan, or
    - You have a smaller amount of liquid assets (less than $600,000)
    - You have multiple rental properties
    - You are a small business owner
    - You have insurance needs

  • Willis J Langford BA, MA, CFP

    CHOOSE Willis if:
    - You want an objective, tax-efficient Decumulation Plan as you transition into retirement.
    - You DO NOT manage your investments yourself and are looking for a Full-Service advisor who can manage your portfolio, and ALL the in-depth tax and income planning you'll need throughout your retirement.
    - You are OVER 55, are retiring soon or have already retired.
    - You have more than $800,000 of investible/liquid assets (ie: investment accounts) as a couple or $600,000 if you are single.