Capital Estate Planning

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Capital Estate Planning was founded in 1980 by Randy and May Olson. Our firm specializes in the design and administration of employee group benefit and retirement plans for major associations and corporations throughout Alberta. In addition, Capital Estate Planning provides a full line of investment and insurance brokerage services to individual clients throughout the province of Alberta. Our firm's status as an independent broker allows us to offer services from a wide variety of investment fund companies, pension firms, banks and insurance companies. As a result, we are not tied to a proprietary or "in-house" product. We leverage this ability to provide objective, tailored, and optimized solutions to our clients' problems. Capital Estate Planning provides its clients with a full array of financial solutions to meet any potential need. Rather than having many insurance and investment plans scattered at various financial institutions, Capital Estate Planning helps its clients to consolidate their group RRSP, group insurance, non-registered investments, and insurance policies at one central location. That makes our clients lives easier and allows them to do the things that they enjoy doing. We get to keep doing the things we enjoy doing; namely, helping our clients make smart financial decisions and helping them reach their life's goals and dreams. It's a "win-win" situation for everyone concerned!

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