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Carsten

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, involved in many sports as well as the Banff Rotary Club.

Carsten is an independent advisor with 18 years of experience in financial services. His practice is general in nature, offering a wide variety of services and products to his clients.

Banff and surrounding area has a relatively small population base and as such Carsten finds himself dealing with his client’s overall financial picture. This includes life insurance, disability and critical illness protection, group health plans and money products. With the help of his staff and associates, Carsten is focused and able to spend significant personal time with his clients to look at their overall financial picture.

By developing written financial strategies, based on his client’s individual values and goals, Carsten helps his clients live life on purpose. He has experienced success in marrying insurance planning with that of wealth accumulation.

Carsten insists his clients bring a sense of humor into his meetings. “We talk about really serious issues, and a sense of ‘ha ha’ goes a long way to relax everyone”.

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