Business claimed
Last updated: Over a year ago
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Asset Management
About Ideal Life Experience Ltd.
Imagine, for the first time, experiencing a one-of-a-kind process that fully integrates and aligns your most important goals (financial and non-financial), with your most deeply held values (the people and things that are most important to you) and then determines how your finances can be arranged to optimize your fulfillment and enjoyment of life. Go to full description...
Contact information
Phone numbers
Fax numbers
4032466336
Business hours
Today: 8:00am - 4:30pm
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Business website
Additional business details
Email address:
dean@ideal-life-experience.ca
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.
Year Established: 1992
Languages:
English