Our Process

Every person we meet has a unique set of circumstances, needs and goals.

It is Kevin’s role as your financial planner to get to know you, and your financial

priorities and aspirations. Our first step is a meet and greet discovery session

(which takes about 45 minutes). We can meet at our St. Albert office or virtually

(Teams platform) depending on what works best for you.

Next, we take the information you have provided, and sit down to design a

financial plan that fits your unique set of circumstances, wants, needs and goals.

When we next meet, Kevin will present you with a financial plan tailored to you

and your specified needs and goals. Together we look at your options and you will

decide how you want to proceed.

When you purchase from our brokerage firm, you pay for the product supplied

i.e.; life insurance, investment, health plan etc. that you have chosen. Paish

Financial Services is paid a commission by the product suppliers we use.

If you are pleased with our work, we ask that you would refer our services to

family, friends or colleagues, so we might serve them as well!

You have discussed and chosen your product. We complete the application and

Kevin will continue to serve you and answer any questions you have!