Bill Reinkens
Job title: CERTIFIED FINANCIAL PLANNER®, CFP®, BA Econ., RRC®, CLU®
Languages spoken: English, German
Area(s) served: Calgary and Area
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
How we work together
As a team, our holistic financial planning approach goes beyond the surface. We take the time to understand your needs and objectives then together, we develop a comprehensive plan that will help reduce your tax liability, address your insurance needs, and maximize your savings.
Our focus is retirement income planning. We want to make every dollar work as hard as possible for you while paying the least amount of taxes so you can reach your goals faster. Whether retirement is many years away, just around the corner or you’re already enjoying it - we can help you create strategies so you can retire your way.
My team and I work with Clients from the greater Calgary area. We also service Ontario and British Columbia and are happy to work virtually with Clients from those provinces. With many industry- specific designations and an experienced team by my side, I am confident I can help you with your needs.
Contact our office to get started.
What to expect
When we first begin working together, we’ll have an initial meeting. We’ll gather all the info I need to thoroughly understand your situation and clearly establish your needs and goals. From there, we can create your financial plan and determine which products are best suited to your needs.
Clients are encouraged to ask questions so they can deeply understand their action plan. Together, we’ll have annual review meetings and semi-annual check ins so that your financial plan is always up to date.
Products and services
Looking at retirement
For individuals
Business owners
Our dedication
My team and I in Calgary, AB are dedicated to serving Clients, with a focus on families and retirees. No matter what stage of life you are in, we have the knowledge and experience to help you. With a legacy of over 50 years of combined experience in the industry, our team offers a unique approach that embraces your entire journey. We simplify complex strategies and offer holistic solutions including investments and insurance, as well as tax, retirement, and estate planning. With a comprehensive financial planning strategy, we can help you take the next step towards financial success.
Browse our website to learn more about solutions we can offer to help meet your needs and achieve your goals. Reach out if you have questions or to get started.
Stay informed
See more articles1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.