Resources
Frequently Asked Questions
Why is the business called White Owl Financial Solutions?
President Darren Ulmer grew up in Saskatchewan and has a deep connection to his community. Snowy owls, native to the area, symbolize wisdom, freedom, and peace. The owl also embodies the culture and values of the White Owl Financial team, particularly their ability to scan 360 degrees for opportunities and solutions for Clients.
You mention you focus your work on business owners who have families. How do you help?
Savvy business owners know the importance of surrounding themselves with trustworthy people. They turn to White Owl for tax strategies and WISE financial solutions that align with their long-term vision. Many of the Clients we work with also have families and loved ones they deeply care about. They want both their business and their family to thrive, making personal goals a crucial part of the planning process.
Do you help with succession planning?
Having a succession plan is vital for business Clients. We prioritize this when building our proposals, helping to evaluate and monitor the strategies that lead to successfully implementing your plan. This becomes especially important for businesses like farms, where next-generation transitions are often a key focus.
Tools and calculators
Life insurance calculator
What you get: An estimate of the amount of coverage you need to protect those who depend on you
Budget calculator
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
Retirement savings calculator
What you get: An assessment of whether you’re saving enough to retire when and how you want.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
