Business Details
35 Years
experience
Your Trusted Partner for Financial Planning and Insurance Solutions in Bow Valley
Since 1991, Bear Street Financial Group has been a trusted provider of personalized financial solutions in the Bow Valley. Our team of experienced advisors specializes in wealth management, life insurance, group benefits, and travel insurance, tailoring strategies to align with each client's unique goals. We combine deep industry expertise with a client-centric approach, offering comprehensive services including investment management, retirement planning, tax optimization, and estate planning.Our locally owned practice prioritizes long-term relationships, providing complimentary introductory consultations to help individuals, families, and businesses protect their financial futures. With over three decades of service, we remain committed to empowering clients through education, disciplined planning, and proactive risk management.
Services
Wealth Management
Life Insurance
Group Benefits
Travel Insurance
Financial Planning
Details
- Year established: 1991
Highlights and features
- We offer 30+ years of experience in financial advisory services since 1991
- Our team includes Certified Financial Planners with specialized insurance expertise
- We provide comprehensive wealth management strategies covering all financial life stages
- Our locally owned practice prioritizes personalized client relationships
- We offer complimentary introductory consultations with no obligation
Services
Wealth Management
We develop customized wealth management strategies that address investment management, retirement planning, tax optimization, and estate planning. Our approach combines risk assessment with long-term financial goals to create tailored solutions. Clients benefit from ongoing portfolio reviews and access to experienced fund managers.
Life Insurance
We offer comprehensive life insurance solutions including term, whole life, and specialized policies. Our advisors help clients select coverage that provides financial security for families and businesses. Services include policy analysis, premium optimization, and integration with estate planning strategies.
Group Benefits
We design customized group benefit packages for businesses, including health, dental, disability, and critical illness coverage. Our solutions balance employer cost-effectiveness with employee satisfaction. We provide ongoing plan administration and renewal support for organizations of all sizes.
Financial Planning
Our financial planning services cover retirement preparation, tax planning, and cash flow management. We create written strategies that align with clients' life goals and risk tolerance. The process includes regular progress updates and adjustments to maintain alignment with changing circumstances.
Travel Insurance
We provide travel insurance solutions covering trip cancellations, medical emergencies, and lost luggage. Our policies protect both domestic and international travelers. Coverage options are tailored to trip duration, destination, and specific client needs for complete peace of mind.
People
Michael Kaine
Certified Financial Planner/Managing Director
A founding partner with over 20 years of wealth management experience since 2001, Michael leads strategic financial planning and client advisory services at Bear Street Financial Group.
Carsten Sorensen
Life Insurance/Managing Director
With expertise dating back to 1992, Carsten specializes in life insurance solutions and has served the Bow Valley community as a founding partner of Bear Street Financial Group.
Arlene Rheaume
Client Services Associate
Arlene brings two decades of wealth management experience, overseeing client communications and operational management across Bear Street Financial Group's financial and insurance divisions.
Kella Wilson
Group Benefits Administrator
Kella manages group insurance services including policy renewals, plan setups, and ongoing administrator support, ensuring comprehensive benefits solutions for corporate clients.
Questions
What financial services do you specialize in?
We specialize in wealth management, life insurance, group benefits, travel insurance, and comprehensive financial planning tailored to individual and business needs.
Do you offer personalized financial planning?
Yes, we create customized financial plans considering your unique goals, risk tolerance, and life circumstances during complimentary introductory consultations.
How long have you served the Bow Valley community?
Bear Street Financial Group has provided financial advisory services in the Bow Valley since 1991, with over 30 years of local expertise.
What insurance products do you offer?
We provide term life, whole life, travel insurance, and group benefits including health, dental, and disability coverage for individuals and businesses.
Can you help with business succession planning?
Yes, we offer business succession planning services including buy-sell agreements, business overhead insurance, and strategic exit planning consultations.
Do you work with individual investors?
Yes, we work with individual investors to develop wealth accumulation strategies, retirement plans, and tax-efficient investment portfolios.
