Financial planning
Connect your everyday finances, family priorities, and future goals in one practical direction.
Explore financial planningFinancial planning · Edmonton, Alberta
A clearer picture.
A more confident future.
Life is full of financial decisions. We help you understand your options and connect them to what matters most—your family, your goals, and the life ahead.
For families and individuals. Wherever you are starting.
A plan with perspectiveYour life doesn't stand still.
Your plan shouldn't either.
Your plan shouldn't either.
Rooted in Edmonton. Focused on you.Planning for real life.Meet in person or online.
How we can help
One life.
Connected financial decisions.
From the questions on your mind today to the future you're working toward, start with the support that fits your priorities.
Retirement planning
Explore your retirement priorities, possible income sources, and the decisions ahead.
Explore retirement planningFamily protection
Understand your coverage and how it fits the responsibilities you carry.
Explore family protectionInvestment guidance
Connect investment conversations to your goals, time horizon, and comfort with risk.
Explore investment guidanceYour priorities come first
What is on your mind?
Make room for what matters.
A growing family, a new home, or a career change can shift your priorities. Start by connecting your everyday finances with your longer-term goals.
Explore financial planningA more personal approach
First, we listen.
01
Start with your story.
Talk about what matters, what is changing, and what you would like help understanding.
02
Understand your options.
Explore the scope of support, ask about costs, and agree on what the next steps would involve.
03
Keep the conversation going.
Discuss how to revisit your priorities and stay in touch as your circumstances change.
People, before portfolios
A familiar face.
A clearer conversation.
Get to know the people behind Paradigm Shift Financial. Speak directly with C.J., Dan or Lane about your questions and what you would like to work toward.
Meet your advisors
Clarity starts with understanding
A little preparation.
A better conversation.
Getting started
Your first conversation, made simpler.
A practical checklist to help you arrive with your priorities, questions, and confidence.
Read the guideChoosing an advisor
Good questions lead to better clarity.
What to ask about services, qualifications, compensation, and the ongoing relationship.
Read the guideKeeping your plan current
Life changes. Your review should reflect it.
Use these prompts to prepare for a meaningful financial review.
Read the guideBefore we meet
You may be wondering.
A few answers to help you take your next step.
Do I need to have everything figured out?
No. Your goals and questions are a useful place to start. The introductory conversation can help identify what information is needed next.
Can we meet online?
Yes. C.J. and Dan each offer an online scheduling link for Zoom meetings. For an in-person conversation, contact the advisor directly to arrange a time.
How much does it cost to work together?
Ask about the cost of the initial meeting, any planning charges, product or account fees, and how your advisor is compensated before agreeing to a service. See the questions to cover.
Who would I work with?
You can contact C.J. Omoth, Dan Bodson or Lane Hagen directly. Meet the advisors and choose whom you would like to speak with.
What should I bring to a first meeting?
Start with your priorities and questions. Your advisor can explain what documents are needed and how to share them securely. Use the first-meeting checklist.
Your next step can be a conversation.
Bring your questions. Start with what matters to you.