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 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, a life insurance agent 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.