Synergy Financial Group started in November of 2000, is the result of strong entrepreneurship and a passionate work team. Having experienced and survived several downturns and recessions over the past three decades has only proven how resilient the firm is. With a history of bold forward thinking decisions and development, Calgary has become a vibrant and flourishing city which Synergy Financial Group is proud to be a part of. We have had the opportunity to grow and prosper because of our exceptional clients and the experience we have gained by working with extraordinary people in the insurance and financial industry.
At Synergy Financial Group, we provide strategies for what is most important to you. We believe there are two aspects to financial security planning; Risk Management and Wealth Management. Within each of these aspects, there are many strategies to help protect you, your family and all that you have built.