Francis McLachlan Financial Group

At Francis McLachlan Financial Group, we are a team of experienced and committed financial advisors who have been serving individuals, families, and businesses in Calgary for over four decades. Our firm was co-founded in 1981 by Gary Francis, Leslie Macdonald Francis, and Duncan McLachlan, with a strong focus on client needs, service, and professionalism. We have built a reputation for providing expert financial planning and protection to our clients, and we pride ourselves on our commitment to continuing education, industry involvement, and community service.

Our Services

As independent financial advisors, we offer a comprehensive range of services to our clients. We specialize in financial planning and protection, providing tailored solutions to meet the unique needs of our clients. Our services include investments, annuities, GICs, RRIF/LIF, RRSP/LIRA, TFSA, insurance analysis and consultation, critical illness insurance, disability insurance, group insurance, life insurance (term and permanent), and long-term care segregated funds.

We do not represent any single life insurance company, trust company, or bank, nor are we a financial institution. Instead, we work with many financial institutions to recommend the most appropriate financial instruments for our clients' circumstances. Our experienced advisors take the time to understand our clients' goals, risk tolerance, and financial situation, and provide personalized advice to help them achieve their objectives.

Our Team

Our team of experienced advisors has many years of combined experience in the financial services industry. Our advisors hold industry-recognized designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.), and Certified Financial Planner (CFP). We are committed to continuing education and staying up-to-date on the latest developments in the financial industry, ensuring that our clients receive the best possible advice and guidance.

Our Commitment

At Francis McLachlan Financial Group, we are committed to putting our clients first. We believe in building long-term relationships with our clients, and we take pride in our reputation for excellence, integrity, and professionalism. Our goal is to provide our clients with expert financial planning and protection, helping them to achieve their financial goals and secure their futures.