Independent insurance, tax, and investment advice for Calgary, in plain language, honest math, and advice built to solve problems rather than sell products. Your advisor here is Chris MacPherson, CHS, QAFP™, licensed for insurance in Alberta and serving Calgary virtually by video and phone.
Calgary families and business owners have plenty of choices for financial advice. What sets FS² apart is independence and plain language. We are not tied to one insurer or fund company, so the recommendation you get is the one that fits your situation, not the one a single provider needs to sell. Calgary is served virtually, by video and phone, so you deal with a real, Alberta-licensed person rather than a call centre, no matter where in the city you are.
[ADVISOR TO ADD: Chris, a couple of honest lines about serving Calgary and Alberta clients, the kinds of families and owners you work with, and how virtual service actually feels for them. Keep it real, no fabricated numbers or local claims.]
Calgary clients work with Chris MacPherson, CHS, QAFP™, who brings 20 years of experience in insurance, estate planning, and investment strategy. Chris is individually licensed for insurance in Alberta, and also in Manitoba, and is based in Morden, Manitoba. There is no FS² office in Calgary, so Calgary is served virtually, by video and phone. That means full Alberta-licensed advice without the drive, connecting insurance, tax, and investment planning into one coordinated picture rather than a stack of disconnected products. Use a tool on this page and Chris is the one who calls you, directly. No call centre, no bots, no hold music.
No, we do not have a physical office in Calgary. Calgary and Alberta clients are served by Chris MacPherson, who is licensed for insurance in Alberta and based in Morden, Manitoba. Chris works with Calgary clients by video and phone, so you get full Alberta-licensed advice without needing to visit an office. Many Calgary households, from energy sector professionals to small business owners, find virtual meetings easier to fit around a busy schedule anyway.
It works the same as an in person meeting, just over video or phone. You book a free 20 minute, no pitch conversation, share your situation, and Chris follows up directly. Documents are handled securely online, including evenings and weekends, so distance is not a barrier to good advice.
Chris holds the QAFP™ (Qualified Associate Financial Planner) and CHS (Certified Health Insurance Specialist) designations, with 20 years of experience in insurance, estate planning, and investment strategy. Chris is individually licensed for insurance in both Alberta and Manitoba.
Yes. Our advisors are appointed with nearly every major Canadian insurer and fund manager rather than tied to a single company's shelf, so the advice 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. FS² advisors are individually licensed for insurance in Manitoba; the corporation is licensed in Alberta and Saskatchewan, and Chris MacPherson is individually licensed for insurance in Alberta. Speak with a licensed advisor about your own situation before acting.