Is Ideal Life Experience by appointment only?

Yes, Ideal Life Experience is by appointment only.

Specialties

Do you desire a Financial Organizer that can cut through the overwhelming financial noise and information to create an aligned overarching strategy that is congruent with your values, your goals, and your desired lifestyle? You might be asking yourself, "Where do I find the right Financial Consultant near me who charges a flat fee and will treat me fairly?"

History

Established in 1992.

Founder and CEO of Kendall Financial Services Ltd. Starting my career as a Financial Consultant delivering Independent Financial Advice provided a pathway to my current more comprehensive role. Dramatically enhancing my skills and processes was needed to deliver our unique client value promise. Today we provide an unmatched fiduciary standard and a considerably more valuable role to clients as their Financial Organizer. Fortunately, in 2008 after 16 years in business I experienced a dramatic positive transformation both personally and professionally. I decided it was critical to integrate and align three key areas - your most deeply held values, your most important goals (financial and nonfinancial) and all your financial affairs, in order to help you live your ideal life.

Meet the Business Owner: Dean Kendall -.

Dean Kendall is the founder of Ideal Life Experience Ltd. You will experience Calgary's only FLAT FEE for advice financial fiduciary. Our Values-Based Financial Planning™ firm offers Truly Comprehensive Financial Services™ covering all 5 financial disciplines in a single integrated plan. Values-Based Financial Planning™ is our philosophy and methodology for providing fully comprehensive lifetime financial planning. It was inspiring to break away from the industry norm and follow a client centered methodology and process that provides a higher fiduciary standard than any related governing and/or regulatory body in Canada. As a result you experience a one-of-a-kind process that gives you the highest probability of achieving what is most important to you, enhancing your quality of life and actualizing your ideal financial future.