Vold Financial Group Inc. is a boutique financial planning firm, servicing clients in Calgary and Southern Alberta. Formed in 2003 by Shelly Vold and her husband, Chuck Holmstrom, our specialties include wealth accumulation, risk management and tax reduction strategies.
We focus on analyzing your personal situation, identifying gaps, and customizing financial plans tailored to your specific goals. By reviewing your plan regularly, we can help ensure it continues to meet your changing needs.
We also work with companies in the areas of business planning and consulting, including employee benefits, group insurance, business succession, buy/sell agreement funding and key person protection and compensation.
“Your financial plan is as individual as a fingerprint.”
