Live Life. On Purpose.

No matter what stage of life you are in, being financially prepared will give you peace of mind and security about what the future may hold.

Our mandate is simple; helping clients develop strategies to significantly increase the probability of success in reaching their financial goals.

 

403.762.8518

 
 

How can we Help You?

We take pride in providing our clients with excellent, personalized service. When you call us, you’ll notice that we do not use automated call-management systems. If you have a question about investments, insurance, group benefits, or travel coverage, send us a message, and a real person will respond, promptly, to your inquiry.

 
 
 
 

The Important Questions

Are you doing the right things today to meet or exceed your future financial goals? Do you have adequate insurance coverage in place to protect your family or business? Have you considered estate and generational planning?

 

Since 1991, Bear Street Financial Group has been the premier provider of financial advisory and insurance services in the Bow Valley. Locally and independently owned and operated, we help individuals, families, and business owners protect themselves and invest in their futures.

 

We offer complimentary introductory consultations with our Certified Financial Planners and insurance professionals, where we work with you to assess your current situation and determine if a relationship could be mutually beneficial.

 

If you prefer to speak to us on the phone, call our Banff Office:

403.762.8518