Live Life. On Purpose.
Wealth Management | Life Insurance | Group Benefits | Travel Insurance
Wealth Management
We understand that every client's financial journey is distinct, which is why we provide personalized solutions designed to align with your specific goals and aspirations. We combine deep industry knowledge with a client-centric approach to develop comprehensive wealth management strategies that encompass investment management, retirement planning, tax optimization, estate planning, and more.
Life Insurance
We work with a diverse range of life insurance products tailored to suit various needs and budgets, we strive to provide peace of mind and financial security for you and your family. Our team of experienced advisors is committed to guiding you through the process of selecting the right coverage options, whether it's term life insurance, whole life insurance, or other specialized policies.
Group Benefits
We provide a wide range of customizable group benefit solutions, including health insurance, dental coverage, disability insurance, and more, we tailor our offerings to align with your company's goals and budgetary considerations. With a focus on efficiency, cost-effectiveness, and exceptional customer service, we are committed to helping your organization thrive. Experience the difference of our tailored group benefit services today and empower your workforce for success.
Travel Insurance
Whether you're embarking on a weekend getaway or an extended international trip, at Bear Street we understand that unexpected events can disrupt your plans. That's why we offer a range of travel insurance options tailored to your specific needs, providing coverage for trip cancellations, medical emergencies, lost luggage, and more. We strive to provide peace of mind so you can focus on making lasting memories. Travel with confidence knowing that you're protected by our trusted travel insurance services.
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.