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Business Profile

Financial Consultants

Affluence Partners Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(587) 316-2334Write a Review

About

Overview

Affluence Partners Inc.

218 4000 4 St SE

Calgary, AB T2G 2W3

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BBB Accreditation & Rating

Affluence Partners Inc. is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Affluence Partners Inc provides retirement planning and estate planning services, including tax-efficient strategies for executives and business owners. The company assists clients with financial planning processes such as asset protection, tax reduction strategies, and intergenerational wealth transfer. Services include customized financial plans with options for ongoing advice through subscription models.

BBB Accredited Since: 28/11/2017

Years in Business: 23

Products and Services

Critical Illness Insurance, Disability Income Replacement Insurance, Estate Planning, Financial Planning, Group Insurance, Life Insurance, Retirement Planning, Business Succession Planning, Insurance Services, Investment Management, Tax Planning, Wealth Management

Business Details

Local BBB:
BBB Alberta and East Kootenay
BBB File Opened:
11/10/2017
Business Started:
4/11/2002
Business Incorporated:
17/3/2014
Type of Entity:
Corporation
Business Management:
Stephanie Stewart, Director

Additional Contact Information

Principal Contacts
Stephanie Stewart, Director
Customer Contacts
Stephanie Stewart, Director
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Alberta Insurance Council
222 58th Avenue SW
Calgary AB T2H 2
Phone Number: (403) 233-2929
Alberta Securities Commission
Suite 600, 250 - 5 Street SW
Calgary AB T2P 0
Phone Number: (403) 297-6454
https://www.albertasecurities.com/
Business Categories
Financial Consultants, Insurance Companies, Financial Services, Business Consultants, Financial Planning Consultants, Insurance Services Office, Life Insurance, Insurance Agency, Retirement Planning Services, Health Insurance, Investment Advisory Services, Insurance Agent, Investment Management, Insurance Consultant, Accident Insurance, Employee Benefits Insurance, Dental Insurance, Disability Insurance, Risk Management, Employee Benefit Plans, Planning Consultants, Employee Benefit Consultants, Financial Planning Kits, Vision Insurance, Insurance Software

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