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Photo of Brian Ogden, President of Ogden Financial Planners Ltd.
Mr. Brian Ogden, President
 
Daystar Financial Group Inc.
Ogden Financial Planners Ltd.
   
SPECIALTIES: Estate Planning, Financial Advice, Many Investment Options, Insurance Products, Segregated Funds, RESPs, Retirement Planning, RRIFs, RRSPs, Company Group Plans - Dental Health Plans, Cost Plus, Charitable Donation Planning.
AVAILABLE TO THE RESIDENTS OF: Alberta
LANGUAGE SPOKEN:  English
ADDRESS:   Alberta
40 Wentworth Square SW Calgary AB T3H 0E3
TELEPHONE: (403) 228-0901
CELL: (403) 680-7067
OUT OF TOWN: (250) 707-0869
FAX: (403) 228-0926
 
WEB SITE: www.ogdenfinancial.com
   
PERSONAL PROFILE: Providing personal and business financial services in Canada for 37 years. Married, three children, eight grandchildren. Active in church community. Call for a game of golf.
PROFESSIONAL BACKGROUND: Investments / Retirement Planning / Insurance Association Plans (CSEG, CSPG) / Group Employee Benefits / Estate Planning for 42 years.
RECOMMENDED BOOKS: "Think and Grow Rich", "The Wealthy Barber", "Risk a Four Letter Word", Standard Works of the Church of Jesus Christ of Latter Day Saints and other related texts, over 220 books.
RECOMMENDED LINKS: www.ogdenfinancial.com
EXCERPTS FROM NEWSLETTERS: Please visit Ogden Financial Planners for more information.
 

 

  • 42 years insurance and investment experience
  • Lifetime member of MDRT (Million Dollar Round Table)
  • 15 year honor roll MDRT
  • 3 years Top of Table
  • 7 years Court of the Table
  • 20 years Securities (Mutual Fund)
COMPANIES: Insurance and risk management through our full brokerage services
CURRENT DEALER: Daystar Financial Group Inc.
MISSION STATEMENT: To provide financial planning and investment advice with a high level of personal service to our clients. To develop long-term relationships with our clients so that together we can achieve their life's financial and security goals.
BREAKDOWN OF SERVICES:

 

  • Ascertaining insurance needs including type of insurance and volumes
  • Estate tax planning; estate advice to implementation
  • Investment tax planning
  • All forms of pension planning, i.e. RRSPs, RRIFs, Group DPSP, group and company pension plans
  • Severance packages
  • Divorce settlements, financial advice
  • Building investment portfolios for wealth creation
  • Educational meetings (advice)
  • Wide range of client investment needs from $1000 to over a million
 
 
 
 
 
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