Business Hours
Monday 8:00am - 4:30pm
Tuesday 8:00am - 4:30pm
Wednesday 8:00am - 4:30pm
Thursday 8:00am - 4:30pm
Friday 8:00am - 4:30pm
Languages
English
Year Established
1992
Ideal Life Experience Ltd.
Listed In: Asset Management
Dean Kendall is a Financial Organizer, CLU, ChFC. He is Calgary's only FLAT FEE for advice fiduciary. He is a specialist in helping individuals clarify all of the most important considerations around a significant financial issue, very often just before they are scheduled to sit down with their… Dean Kendall is a Financial Organizer, CLU, ChFC. He is Calgary's only FLAT FEE for advice fiduciary. He is a specialist in helping individuals clarify all of the most important considerations around a significant financial issue, very often just before they are scheduled to sit down with their banker, lawyer, accountant or financial advisor to explore the issue. He felt that it was critical to integrate and align three key areas - your most deeply held values, your most important goals (financial & non-financial) and the entirety of your financial affairs, in order to help you live your ideal life. Without this alignment, he felt that his clients were taking excessive risks to chase returns without a clear picture of where they were going and why getting there was truly important to them. Dean wanted to create a client centered methodology and to serve his clients to a higher fiduciary standard than any governing or regulatory body in Canada. He developed a process that gives clients the highest probability of achieving their most important goals in the shortest possible timeframe. Dean was a 3X Canadian National #1 Amateur BMX rider and a 5X Canadian National #1 Professional BMX rider. He leverages his dedication, focus and enthusiasm for sports to coach his clients to win by achieving their ideal lives. Dean also enjoys the adrenaline of downhill mountain biking, heli-boarding and is trying to figure out surfing. Read more
Ideal Life Experience Ltd.
2505 17 Ave SW, 205, Calgary, AB
2505 17 Ave SW, 205, Calgary, AB