Signature Financial Security
1011 9 Ave SE, Suite 208, Calgary AB T2G 0H7 (403) 226-0321
Signature Financial Security

Make The Most Of Your Life's Work


Total Wealth Management For Successful Business Owners & Professionals in Alberta

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What We Do & Who We Help

We work with successful business owners and professionals who are looking to maximize their wealth so that they can spend less time worrying and more time enjoying what life has to offer. We help you ensure you have enough to fund the lifestyle you want for as long as you want it.

Successful Business Owners & Professionals Work With Us To:

  • Grow and protect their wealth
  • Transfer their wealth in the most efficient manner
  • Minimize and mitigate taxes
  • Leave a lasting impact
Our Story

The Signature Financial Security Story

Mike Robinson has dedicated his career to helping Canadians achieve their financial goals so that they can focus on what matters most in life. Since starting Signature Financial Security in 2006, that’s exactly what he’s done, helping dozens of families achieve their financial goals.


Mike Robinson
My company was built on first understanding our clients’ financial objectives, then developing a comprehensive wealth plan, and then integrating a personalized investment plan to meet those objectives. I’m relentless in providing open and transparent communication about how your wealth is growing, how it’s protected, how it will transition, and how your wealth plan is meeting your objectives.
Mike Robinson, Principal | Financial Advisor

Our Clients

Mike is the lead advisor at Signature Financial Security and he has experienced first-hand what it takes to build and grow a successful business. He brings his business owner experience, his vast skill set, education, and his passion, to help clients achieve their financial goals.

  1. A Trusted Partner: Our clients want more than just an investment advisor. They want someone to PARTNER with them to help achieve all their financial goals.
  2. Investing Alongside You: We follow our own advice by investing alongside our clients. Imagine dealing with a financial advisor whose interests are aligned with yours!
  3. Comprehensive Advice: It's about so much more than simply investment advice. Its about making sure you and your family are positioned to enjoy life to the fullest, which means we must consider tax minimization, the transfer of wealth and the impact. 
  4. Specialized Services: We specialize in helping successful business owners and professionals. We understand their unique needs and have the experience and the professional network to help ensure those unique needs are met.
  5. Objective Advice: Our interests are aligned, which means we put our clients first, ensuring each and every financial plan is best suited to help our clients achieve their goals.

Our Process

Financial planning is not one-size-fits-all. Since financial needs change as life progresses, we follow a 5-step financial planning process that sets a solid foundation and allows us to make changes depending on where you are at in life.

1 Discovery Meeting

This is a casual meeting where we get to know you, your goals, your financial situation, any concerns you have, and where we collect relevant information to provide a review and recommendations.

2 Review Findings & Recommendations

We will review our findings and make tentative recommendations. We’ll show you what we see in your situation, make suggestions on how to proceed and how to implement those suggestions. We’ll take this opportunity to adjust the recommendations to develop an implementation plan. 

3 Implementation

This is where we’ll make any adjustments to the plan and then take the appropriate steps to put the plan into place.

4 Initial Review

Once the plan has been in place for a few months we review your in force plan, ensure you understand the statements and reporting, and review any next steps.

5 Regular Progress Update

We will continue to have regular meetings with you (at minimum once a year) to review your progress on your plan, your portfolio, any pending situations and discuss any changes in your life that could affect the plan.

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Addressing The Five Key Concerns of the Affluent

 

On a scale from 1-10, how confident are you that your money is working for you as effectively as possible and that all of your financial affairs are in order? If you can't answer 10 to this question, you are likely experiencing the one or more of the 5 key concerns of the affluent: Wealth Creation, Wealth Protection, Wealth Transfer, Wealth Impact, and Tax. Our team has experience addressing these 5 key concerns to give you confidence in your plan and enjoy peace of mind.

Keep it confidential. Contact Mike directly:



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