As your financial advisory team, we are compensated in several ways and offer a flexible fee structure to accommodate various client engagements. Our two primary fee arrangements are: Direct Fee for Financial Planning – This can be a flat fee or an hourly rate, providing independent, valuable advice without any connection to investment or insurance products or a long-term commitment. Percentage of Investment Assets – This approach is based on a percentage of the assets we manage for you through our strategic partners. It fosters a long-term financial planning relationship and may reduce or eliminate direct fees for ongoing advice. Additionally, Prairie Wealth Planning Consultants Ltd., as an Associate General Agency, offers insurance products when needed. In such cases, we may receive a commission from the insurance companies we are contracted with for providing advice and service specific to those insurance needs. Regardless of the option you choose, we are committed to full fee transparency, ensuring you receive planning and advice that is always in your best interest—no exceptions.

The letters after Chris' name are designations which represent his commitment to continuous learning and professionalism in the financial services field. CFP® is the Certified Professional Planners designation. A CFP is recognized as the standard for the financial planning profession worldwide. The designation is obtained via completion of a rigorous education program maintained through a stringent continuing education program dedication to a meaningful Code of Ethics. CLU® recognizes Chris as a Chartered Life Underwriter. This designation indicates Chris' expertise in life insurance, estate planning, business planning and wealth transfer. Chris' training and experience in this field gives him a thorough understanding of risk management and life insurance planning opportunities. FMA® stands for Financial Management Advisor, a professional designation awarded by the Canadian Securities Institute, which is the standard for excellence in Canada since 1970. FSCI® means Chris is a Fellow of the Canadian Securities Institute. Chris has earned the highest honour in Canadian financial services. Maintaining this designation requires continuing education and commitment to a Code of Ethics CPCA indicates that Chris has completed the requirements to become a Certified Professional Consultants on Aging. This designation allows Prairie Wealth to be an age-friendly business that recognizes the changing needs of the 50+ population.

Our clients are engaged and think of their relationship with Prairie Wealth as a long term partnership versus a short-term, transactional relationship. They care about their family and community and want to make smart financial decisions. They include individuals, young professionals, farm families, business owners, elders, and early retirees. Whether you're looking to build wealth, protect your assets, or plan for the future, we're here to help you achieve your goals.

The Horizon Process™ makes it easy for you to find the best plan that suits your needs. We break your planning down into manageable segments while keeping the big picture in mind. We simplify your options and provide you with a clear understanding of the best course of action based on our extensive knowledge and expertise.