Independent insurance, tax, and investment advice for Alberta families and business owners, in plain language. FS² serves Alberta virtually through Chris MacPherson, CHS, QAFP™, who is individually licensed for insurance in Alberta. You get honest math and advice built to solve problems, not to sell products, wherever you are in the province.
Alberta clients work with Chris MacPherson, CHS, QAFP™, a financial planner with about 20 years in the industry, individually licensed for insurance in both Manitoba and Alberta. Chris is based in Morden, Manitoba, so Alberta is served virtually by phone and video. There is no in-person FS² office in Alberta, just expert, independent advice delivered wherever you are.
[ADVISOR TO ADD: Chris, a couple of honest lines about serving Alberta clients virtually, the kinds of families and owners you work with there, and how you keep a personal, direct relationship over phone and video. Keep it real, no fabricated numbers or claims.]
Under one roof, and always working alongside your accountant and lawyer rather than replacing them. Alberta has its own mix of small business owners, no provincial sales tax, and resource-linked incomes, so coordinated planning matters:
Yes. Chris MacPherson, CHS, QAFP™, is individually licensed for insurance in Alberta, so Alberta clients work with a provincially licensed advisor. Chris is based in Morden, Manitoba, and serves Alberta clients virtually.
No. FS² does not have a physical office in Alberta. Alberta clients are served virtually by Chris, who is individually licensed for insurance in Alberta and based in Morden, Manitoba. Meetings happen by phone or video, including evenings and weekends, so distance is not a barrier to good advice.
No, and for Alberta clients everything is done virtually. A first conversation is a free 20 minute, no pitch consultation by phone or video, including evenings and weekends.
Yes. Our advisors are appointed with nearly every major Canadian insurer and fund manager rather than tied to a single company's shelf. That means the recommendation is built to solve your problem, not to sell one provider's product.
This page is general information only and is not individualized financial, investment, insurance, tax, or legal advice. Alberta clients are served virtually by Chris MacPherson, who is individually licensed for insurance in Alberta; the corporation is licensed in Alberta and Saskatchewan. Speak with a licensed advisor about your own situation before acting.