Wealth and Finance International recognized a Calgary firm, Ideal Life Experience Ltd. as Best Boutique Financial Advisory for 2018. Earlier this year, Ideal Life Experience Ltd. was nominated by KPMG for People’s Choice Award & ATB Small Business of the Year Award!
“I’m very humbled by the attention,” said Dean Kendall, CEO, “I just work really hard for my clients and I guess all the hard work is paying off. We do things differently from other advisors and that difference is getting us some recognition.”
Kendall also published his first book this year titled, Stop Paying Hidden Investment Fees! How to get unbiased for the right fee so you can reach your financial goals years earlier. In the book, Kendall describes in detail all of the hidden investment fees being charged by institutions and how to avoid them. It also shows the massive impact of those hidden fees on your ability to achieve your goals.
“The impact has been significant, knowing the reality that we can live our values and achieve our most important goals. We are now in our comfort zone and “on track” as a result of working with Dean and his team,” said Bob McAllister, one of Kendall’s clients. “We’re proud to be working with him.”
About Wealth & Finance International
Wealth & Finance International is a monthly publication dedicated to delivering high quality informative and up-to-the-minute global business content. It is published by AI Global Media Ltd, a publishing house that has reinvigorated corporate finance news and reporting.
Developed by a highly skilled team of writers, editors, business insiders and regional industry experts, Wealth & Finance International reports from every corner of the globe to give readers the inside track on the need-to-know news and issues affecting banking, finance, regulation, risk and wealth management in their region.
About KPMG People’s Choice Award
The KPMG People’s Choice Award is presented to the Calgary small business that can demonstrate they have engaged the loyal support of their community. As the only Small Business Week Calgary Award determined by public vote, this small business must show that their community thinks they go above and beyond.
About ATB Small Business of the Year Award
The ultimate hardware at Small Business Week, the ATB Small Business of the Year Award is presented to the Calgary small business that has demonstrated significant business achievement, has sustained growth with a pathway for future growth, and shows the potential to go on to become a true pillar of our city; a leader in Calgary’s business community.
About Ideal Life Experience Ltd.
You will experience 1 of a select few in the world and the only FLAT FEE / Fee-only, Values-Based Financial Planning™ firm in Calgary which offers Truly Comprehensive Financial Services™ covering all 5 financial disciplines in a single integrated plan. Values-Based Financial Planning™ is our philosophy and methodology for providing Truly Comprehensive Financial Services™. You can look forward to experiencing, true wealth – DISCRETIONARY TIME. Your investment for the value you receive is 1 simple annual tax-deductible FLAT FEE.
If you would like more information, please call:
Dean C. Kendall
Tel.: 403 543 7226