About Us

Vision Financial Inc. is an insurance and investment advisory firm based in Cochrane, Alberta that serves clients throughout western Canada. We offer our insight and expertise to clients seeking financial coaching for both personal and corporate affairs.

We believe in building strong relationships with our clients and pride ourselves in providing old-fashioned, professional service. By partnering with industry experts, we ensure that we can offer you a full range of products and services to meet the unique life situations and challenges experienced by your family or business.

Our insurance brokers are able to assist client with quotes for life insurance, disability insurance, critical illness insurance, long term care insurance, health and dental plans, and travel insurance quotes. We also specialize in guaranteed-issue, non-medical exam insurance for seniors and clients with difficulty qualifying for traditionally underwritten insurance products.

Our Philosophy

At Vision Financial Inc., we believe that empowering you with the knowledge and tools you need to feel confident and secure about your finances is the foundation of a solid financial plan.

We understand that the greatest success will be achieved by actively engaging you in the planning process. We promote Financial Literacy, encourage open dialogue, and strive for full transparency in our client-advisor relationships.

Advice for Families and Small Businesses