Syngergy Financial Group
Synergy Financial Group started in November of 2000, is the result of strong entrepreneurship and a passionate work team. Having experienced and survived several downturns and recessions over the past three decades has only proven how resilient the firm is. With a history of bold forward thinking decisions and development, Calgary has become a vibrant and flourishing city which Synergy Financial Group is proud to be a part of. We have had the opportunity to grow and prosper because of our exceptional clients and the experience we have gained by working with extraordinary people in the insurance and financial industry.
At Synergy Financial Group, we provide strategies for what is most important to you. We believe there are two aspects to financial security planning; Risk Management and Wealth Management. Within each of these aspects, there are many strategies to help protect you, your family and all that you have built. We work with Canada’s top rated insurance and investment companies to provide appropriate risk and wealth management strategies. We utilize a pension style approach toward allocating and managing your assets since we are unable to determine what the markets will do on any given day. This takes away investing based on popularity or market timing. By implementing a disciplined approach using optimal pools that match your risk profile, this works to reduce the volatility in returns based on your acceptable level of risk. We strive to ensure our Value Proposition is all about you! While most advisors focus on the value of what you own, we at Synergy Financial Group focus on what it is you value. This ensures that your financial security plan aligns with your goals and your objectives. Because we first seek to understand what your goals and objectives are, we are able to deliver realistic solutions to you, your family, and all that you have built. In order to accomplish this, we believe there are two ways to approach your financial security planning: Strategy Optimization; this is where you know what you need, but are unsure which solution is best. Wealth Optimization; this is where you have financial stuff everywhere, but unsure how it translates into a proper financial plan.
Address: 504, 933 – 17 Ave SW, Calgary Alberta, T2T 5R6, Canada
Phone: +1 403 234 0004
FAX:
