Prizm Pacific Financial

At Prizm Financial, we are dedicated to providing comprehensive financial services to individuals, families, and businesses across Alberta, British Columbia, and Southern Ontario. As a family-owned business built on family values, we take pride in offering personalized solutions that cater to the unique needs of our clients. Our team of expert advisors is committed to delivering proactive and tailored services that address the financial challenges of our clients.

Our Story

Founded in Calgary in 1997, we have grown to become a trusted name in the financial services industry. Our partnership with Acera Benefits, a specialty division of Acera Insurance, has enabled us to leverage broader nationwide expertise and increased market access to negotiate the best coverage, terms, and pricing for our clients. Our commitment to delivering exceptional service has earned us a reputation as a leading provider of employee benefits, group retirement, estate planning, and other financial services.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. Our employee benefits program provides group insurance solutions to small and medium-sized businesses, while our group retirement services help employers create customized savings and investment plans for their employees. Our estate planning services cater to the unique needs of small business owners, executives, and high net-worth families, providing them with tailored investment, retirement, and estate planning solutions.

Our Approach

At Prizm Financial, we believe in taking a proactive approach to financial planning. We don't wait for problems to happen; instead, we anticipate and address potential issues before they arise. Our team of experts works closely with our clients to understand their goals and objectives, providing them with personalized advice and guidance every step of the way. We strive to add value to our services by staying up-to-date with the latest market trends and developments, ensuring that our clients receive the best possible solutions at the fairest price points.

Meet Our Team

Our team is led by Jonathan Clarke, President of Prizm Financial, who has a passion for guiding individuals and businesses towards financial success. With a team of experienced advisors and support staff, we are dedicated to delivering exceptional service and building long-lasting relationships with our clients.