Bill Reinkens
Job title: CERTIFIED FINANCIAL PLANNER®, CFP®, BA Econ., RRC®, CLU®
Area(s) served: Calgary and Area
Trustworthy advice you can count on
How we work together
As a team, our holistic financial planning approach goes beyond the surface and looks at every dollar coming into your household. We want each dollar to work as hard as possible for you while paying the least amount of taxes so you can reach your goals.
Our focus is retirement income planning. 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.
With many industry specific designations and an experienced team by my side, I am confident I can help you with your needs.
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. 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 review 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
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Our dedication
My team and I are in Calgary, AB are dedicated to serving Clients, with a focus on families and retirees. We provide a unique approach that embraces your entire journey and helps you achieve your financial goals. With a legacy of over 50 years of combined experience in the industry, our job is to make every dollar that comes your way work as hard as possible while paying the least amount of taxes. We simplify complex strategies and offer holistic solutions, including investments, insurance, as well as tax retirement and estate planning. We’re excited to help you take the next step towards financial success.
Stay informed
See more articles
Seven taxes on investments you need to know about
Retirement savings calculator
