Planning Is For Life




We will help you by providing a lifetime of choices for both corporate and personal financial affairs.

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 clients 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. 

Click below to get a free, no-obligation life insurance quote.

Planning for Life

Creating wealth and personal security is not an event, it is a journey.

A great plan takes many talented people all listening, understanding and focusing on your unique situation, goals and objectives.

As with any journey, it takes time, careful consideration, and ultimately a vision, to reach your destination.

Our hope is that you will also enjoy it along the way.

Our Process

To start, we want to get to know you.

What questions and concerns do you have? What are your goals?

We collect detailed financial information.

Then, we put together a strategy that is tailored to your family and objectives.

We present you with your financial plan.

Then, we collaborate on the next steps to put your plan into action.

Regular reviews.

Once we have you up and running, we ensure that you are on track to achieve your vision.

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Have questions? Click here to visit our FAQ page.

About Vision Financial

We will help you by providing a lifetime of solutions for both corporate and personal financial affairs.