BudgetingForLife.ca

Servicing the Greater Calgary Area | 403-667-2341
Gordon S. Branden, Financial Security Advisor

Helping you plan for what matters the most

When your life is turned upside down, you realize the impact an illness can have on your lifestyle and why you want to protect it - I can help you prepare.

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How Participating Life Insurance Works For You
Accessing Your Policy’s Cash Value
Corp Estate Transfer
Case study Mortgage Insurance and Income Replacement

Products and Services

I’ll help make sure the financial security products you purchase address your specific needs. I have access to a broad range of insurance, investment and retirement-income solutions to help you achieve your financial freedom.

Are you expecting a baby? To learn more about a free seminar, please visit budgetingforbabies.com.

For Families and Individuals

Sonata Health - Plan Designs

With 3 Health and Dental Plans and 5 additional optional coverages to choose from, Sonata Health covers essential health and dental needs. From Core to Elite coverages, choose a plan and cost that suits your client's needs. For clients over 84 years of age please contact us for rate and eligibility.

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Plan Direct

PlanDirect can help fill the gap between your provincial plan coverage and what you pay. PlanDirect offers health and dental benefit plans designed for individuals retiring or leaving their job, providing quality coverage for people with different needs and lifestyles.
You don’t need a medical exam to qualify for PlanDirect. People with pre-existing medical conditions may apply for coverage.

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Travel Insurance

Going places? TuGo® Travel Insurance is the perfect travel partner. Find the coverage that's right for you and know you're travelling protected.

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  • RESPs
  • Individual life insurance
  • Segregated funds policies, RRSPs and TFSAs
  • Income annuities, RRIFs and LIFs
  • Individual disability insurance
  • Individual critical illness insurance
  • Individual health and dental insurance
  • Group insurance and retirement plans

For Businesses

You’ve worked hard to build your business – I want to help you improve and protect it. Whether you’re starting a new venture or maintaining one, I can help you address your business needs.

Life, Disability and Critical Illness Insurance

If you’re in business, on your own or with a partner, you have unique insurance needs that depend on the stage of your business’ growth and long-term goals for you, your family and your business.
Your needs may include:

  • Covering a major commitment such as a mortgage or business loan
  • Retaining key employees and attracting new employees
  • Ensuring you have the funds to buy a partner’s share at death or retirement
  • Supplementing retirement income for you and your spouse in a tax-effective way
  • Ensuring your spouse’s lifestyle is protected
  • Ensuring taxes owing on your estate are paid, leaving your assets intact for your heirs

Group Retirement Plans

I offer clients the support of Canada’s largest network of group retirement specialists who deliver unparalleled service in group retirement and savings plans. As your financial security advisor and group broker, I offer:

  • Education material and advice including a retirement guide to suit all styles of investors
  • Vast investment choices with tools that help employers meet their responsibilities
  • Competitive prices in all markets
  • State-of-the-art technology
  • Customized features

Philosophy

Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.

I can:

  • Help you define what financial freedom means to you
  • Help analyze your current situation, goals and dreams
  • Help identify any roadblocks to achieving your goals
  • Work with you to build a financial security plan that considers your short- and long-term goals
  • Regularly review your financial security plan, ensuring it evolves with your changing needs

Life stages

I want to understand your needs, recognizing they may change as you proceed through life’s stages.

Early career

As you start your career, you may need:

  • Life and disability insurance to help cover your income or protect your ability to earn an income
  • Term life insurance or critical illness insurance as a cost-effective way to help cover an outstanding mortgage or debt
  • Health and dental insurance coverage, if your employer doesn’t offer a group benefits plan

Family

Children change your life and your needs. Now’s a good time to:

  • Review your financial security plan
  • Plan for your children’s education with options such as registered education saving plans (RESPs)

Business owner

If you own a business, you may want to:

  • Consider business continuation, buy/sell agreement funding and key person insurance as part of your business planning
  • Buy insurance to help cover outstanding business loans or mortgages if you die or suffer from a critical illness
  • Purchase a health and dental insurance plan
  • Consider group insurance options for your employees

Retirement

If you’re retired or plan to retire soon:

  • Insurance can help supplement your income or leave a legacy
  • Obtaining personal health and dental coverage can take over if your benefits through your employer end upon retirement

Gordon S. Branden Financial Security Advisor

Gordon S. Branden

Advice that works for you
I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money and focusing on what matters to you, not just your pocketbook. I’m here to help you with every step, every decision and every success.

Through comprehensive analysis, in-depth market research and the support of a team of highly qualified product and tax specialists, I can help you achieve your financial freedom.

I’m a licensed financial security advisor specializing in life insurance, retirement savings and living benefits (including disability insurance, critical illness insurance and health plans). I’ve been in the financial industry since 2004.

I’m married with three children. I love spending time with my family and enjoy golfing when time permits.

Are you ready to take the next step towards planning your financial future?

Contact Me Today

Contact Me to Book a Free Virtual Consult

Please let me know how I can help. You can call me at 403-667-2341, or simply fill in the following form and I’ll get back to you shortly