About Us

The CBS Financial team have been developing, growing and protecting the financial well-being of our clients for over 20 years.  We help individuals and small businesses solve their financial challenges, in order to achieve their goal of wealth accumulation and preservation. We pride ourselves in building and sustaining life-long relationships by:

  • Working one on one to develop a plan that is tailored to your specific needs
  • Creating easy to understand strategies to help keep you on track
  • Being available in the Bow Valley with flexible appointment schedules

 

The financial plan we create with you, is only a starting point. It continues to be a living, breathing document that will adapt and change with your personal situation and financial needs.

At CBS Financial Directions, our core values are integrity, competency, confidentiality, professionalism and to always do what is right for the client.

Founder Carsten Sorensen

Carsten Sorensen is the owner and operator of CBS Financial Directions, and a Mutual Funds Advisor with Manulife Securities Investment Services Inc. He has provided financial advice to the residents of the Bow Valley for over 20 years.

“My business philosophy is to coach my clients to be accountable for their own financial success. By developing written financial strategies, based on my client’s individual values and goals, I help them to live their lives with and on purpose.”

Carsten’s practice is general in nature and offers a wide variety of products and services including, life insurance, disability and critical illness protection, group health plans and money products. As a broker, Carsten works with a wide variety of suppliers allowing him to find the best product fit for each situation.

Carsten works to help his clients live life on purpose. He has experienced success in marrying insurance planning with that of wealth accumulation.

He insists his clients bring a sense of humor into their meetings. “We talk about really serious issues, and laughter goes a long way in relaxing everyone”.

Carsten has had the privilege of living most of his life in Banff, Alberta. He is married with three sons and is active in his community as Chair for the Banff Community Foundation, a coach and active in the local golf club.

 

The CBS Team

Hover over the images below to view details.

member2

Arlene

Arlene’s role at CBS Financial Directions is to assist in ensuring that the needs of our clients are met and that they receive the kind of exemplary service we have come to be known for.

“Customer service is based on good customer relationships and I work hard to create great relations with our new clients and maintain our rapport with our longtime customers.“

Arlene has lived in Banff for over twenty five years and came to work with the CBS team in January 2005, after operating the Banff H & R Block office for 11 years. She and her husband Bill have two daughters Nathalie and Sarah. Arlene is in her third term as a School Trustee for the Canadian Rockies Public School Division and has been involved as a volunteer in the community with numerous organizations.

Arlene :

cBS Financial team member

Linda

Linda has lived in the Bow Valley for 8 years loving life in the mountains. She and her husband Ron and their son Todd reside in Canmore enjoying everything outdoors!!

Downhill skiing, hiking and cooking are Linda’s passions.

Linda started at CBS Financial Directions this year and and notes the CBS Financial clients have been so supportive and friendly. She is looking forward to assisting our client’s with their Group Benefits needs.
 

Linda :

member1

Karen

Karen has lived in Banff for over 30 years. She works part time with CBS Financial Directions in the marketing and accounting aspects of the business.

In addition to her role at CBS, Karen is very proud to be the Mayor of Banff.

Karen and Carsten have been married for 25 years. Although she balances several roles, she knows her most important job is being a mom to Bjerre, Eric and Connor and knows there is no better place to raise her family than in Banff, the most beautiful place in the world!

 

Karen :

Michael Klein

Michael

Michael has a strong understanding of the Canadian finance industry including taxes, corporations, financial and insurance products. His current focus is helping business owners and medium to high net worth clients build their wealth in the most tax effective manner using the best financial products available. His goal is to educate clients to help them make better financial choices and provide investment advice to enhance their net worth.

Michael lives in Canmore and is married to Danielle. They have two children, Charlie and Elizabeth.

Michael :

cbs-entrance

John Moody

John

John has been active in the insurance business since 1979. Over the years he has developed
significant expertise in the areas of group health benefit plans, group RRSP plans and pensions.

Carsten and John have worked together for over 15 years in the Group Benefits Division of CBS Financial companies in the Bow Valley.

John lives in Calgary with his wife, Renee and their two children. John enjoys his time in Banff and Canmore as it allows him to combine his business activities with two of his favorite activities — golf and skiing.

John :

Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through CBS Financial Directions. View Manulife Securities Disclaimers

CBS Financial Directions LogoManulife Securities Logo