White Owl Financial Solutions Inc.
Area(s) served: Saskatchewan, Alberta, British Columbia, Manitoba and Ontario
We give a hoot.
The name White Owl holds deep significance for the White Owl Financial Solutions team. A snowy owl symbolizes wisdom, known for its keen perception, silent observance, intuitiveness, and vigilance. This symbolism is further enriched by Darren's grandfather, whose wisdom profoundly influenced Darren's approach to life and business. The entire team has embraced this ethos, embodying its values and commitment to wisdom in their work.
We emphasize the importance of making wise decisions for your business and family, as they are crucial to achieving your goals and reaching your destination. At WhiteOwl Financial, we gather information, make informed decisions, and put plans into action to meet the financial planning and investment needs of Canadians.
Every contingency is meticulously planned for. Let our family assist yours.
Planning your financial future with White Owl
For almost 20 years, White Owl Financial Solutions Inc. has been helping Canadians, their businesses, and families with their financial planning needs. If you’re preparing for retirement, let our team create a plan that helps you retire your way and leave a legacy for your family.
Everything we do is client-centric. Let’s work together to find strategies to access the wealth accumulated in your business, farm, or pension, ensuring you maximize your financial potential and secure a prosperous future.
Our office is in Saskatoon, Saskatchewan, and we’re happy to accommodate in-person appointments for those nearby. For clients throughout Saskatchewan, Alberta, British Columbia, Manitoba, and Ontario, we offer virtual appointments.
Contact our office to book your appointment.
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.
Looking at retirement
Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.
Affluent and legacy driven
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
The WISE Process
We dive deep into our process to develop strategies tailored to our clients' needs and wants. Our WISE approach stands for:
Wealth Focused
Insurance Protected
Securing Financial Futures
Evolving with Vision
- SCOPE IT - Focus on your needs and help target how we can assist.
- COLLECT IT - Gather all ideas and resources to create a comprehensive financial strategy that fits your needs and goals.
- SEE IT - Present your plan, review the details together, and refine as required.
- LIVE IT - Implement your future plan, meet periodically, and adjust to personal life changes.
Contact our office to get started.
Stay informed
See more articles
Hard earned truth: These are the five cognitive biases that you should fear most
‘Still work to do’ on inflation even after hitting 2%: Bank of Canada official - National | Globalnews.ca
Seven taxes on investments you need to know about
Office information
