Zielsdorf Financial Group Ltd. was incorporated in 1974 and has been successfully serving the needs of Calgary business owners ever since. Zielsdorf Financial specializes in dealing with the particular issues that business owners and high net worth individuals face. Tax & estate planning, succession planning and investment management are offered as an integrated plan, making sure that nothing is overlooked. The unique planning process used is Wealth Navigator(TM) and we believe it will help you to chart a successful course.
If you do not know what harbor you seek, any wind or tide will take you there.
We change random financial sailing to client values fulfillment.
Every complex situation benefits from advocacy by someone who knows the details and can attend to them in a timely manner.
Why is it then so many people of means drift financially off course? Are the tax laws too complicated? Do family issues inhibit their asking necessary action? Do multiple advisors not reach consensus, leaving clients with plans undone and clients unprotected?
Zielsdorf Financial makes the complex uncomplicated, enabling timely decision making and the actions necessary to implement.
Our unique process--the Wealth Navigator™ --places you where you belong--in the Captain's chair. You command your ship. We help navigate. We recommend suitable courses and changes in concert with your values and goals.
The Wealth Navigator™ Process
You are captain of your own destiny. As captain, you appreciate risk and rewards. Reaching your vision leaves you much to attend to. You call the shots. You add skills to your repertoire and engage good people to help carry out your plans. Building a business is a journey, starting out is time consuming, risking and difficult. As our journey progresses, the business grows and prospers and direction becomes more defined. Often the question now becomes where to from here?
We know what you do that makes you successfull. What will make you significant?
We are there to help along the way, pointing out rough seas and safe harbours.
Clients want advocates with knowledge and ideas they can trust, who know there is more to clients than their mondy, whose objectivitiy examines the client within a conprehensive process and whose biases concide with client values.
Values manifest themselves in this process of working together, so we start by asking, "What's important about money to you?" Then we listen carefully.
We know our clients and the values they hold dear. Knowing how much risk you will accept under certain circumstances (and uncertain ones as well) is critical to our job. Different clients value different assets differently. We must understand you to serve as your navigator.
A sound process guides us. The timing is yours. We design, implement, monitor and adjust on your plan, advocating change when it is needed and opportunities peeking over the horizon when they may be advantageous.
The steps of our navigation process are clear and straightforward. Each step helps us plot and steer a correct course for you from here to the next port. Collectively they provide the dynamic for smooth sailing through all the hazards, calms and turmoil we may encounter.
Intent and conditions combine to determine course and speed. The Wealth Navigator™ process covers all of these and allows us to navigate and advocate for you.
