Calgary, Canada
2505 17 Ave SW #205
N/A
+1 4035437226
Online appointmentsOn-site services
Toilets
Wheelchair-accessible entranceWheelchair-accessible liftWheelchair-accessible toilet
After meeting Dean & Ellen and continuing forward, the biggest thing we can say is Trust. Together we devolved a clear plan to retire, which was easy to understand and follow. I'm retired two years now, and what started out in trust has now grown into a friendship. We are very happy with our experience, Bob & Brenda McAllister
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This firm and it's leaders Dean and Ellen our first class in our view. My wife and I have been clients for some 15 years and have been met with a high standard of excellence throughout our relationship. We remain very pleased with both the services offered and provided, and the results our portfolio has delivered over the past years. We would highly recommend this firm (as we have for our family and friends) for anyone seeking guidance and advise in their financial portfolios. Regards Gary & Bev.
We have been a client of Dean Kendall for over 15 years now. Two words come to mind when I think of Dean, honest and trustworthy. Dean does not try to sell you products or services that you don’t need, or any that have a high element of risk. In addition the cost of any services or products that Dean provides are up front and transparent. With Dean’s financial guidance we have been able to retire to our dream home on Vancouver Island. And through this long process Dean Kendall has become not just a good financial advisor, but a good friend!
My wife Anne and I have now been working with Dean since 2007 so 14yrs. He has never steered us in the wrong direction. Dean is professional but at the same time casual enough to make you feel at ease. When we lived in Calgary we would go for an in person meeting at his office where he would update us, check to see if we had any questions or concerns and explain why changes were made if necessary. He has always been very transparent in his dealings with us and any company he worked with that did not operate with that same transparency was soon switched out. We now live on Vancouver Island so we have our yearly check in by phone. Anne and I would not hesitate to recommend Dean to anyone looking for an excellent financial planner and if fact already have. Richard Freed and Anne Harris-Freed
We have invested with Dean Kendall and Ideal Life Experience for over 20 years now, as did my late mother also. There is no one I trust more with our financial assets and planning than Dean and his team. If you are looking for honest and sincere service, coupled with excellent advice and planning that matches your goals and desired lifestyle, this is the firm for you.
I appreciate the "values" approach Dean took to create our financial plan. He helped my husband and I identify what we hold as important in life and in our financial future as the foundation of our plan. He responds quickly and professionally to any of our questions. We feel we are in very good hands with this company!
Dean gave us some homework to summarize our finances and then went through them with us. We switched all of our investments over to him and save about 4000/yr on fees. He is very easy to talk to and readily available
For the past twenty Plus years Dean has very ably managed our financial future planning. There is no-one that we know that has more integrity than Dean He is on the ball consistently with his knowledge of prudent investments, We are in great financial shape after following his guidance Thank you Dean you are awesome.
Deli
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