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C B S Financial Directions

2 Flr 223 Bear St, Banff, AB T1L 1A1
403-760-1568

With over 20 years in business Carsten and the CBS Financial team have been growing and protecting the financial well being of our individual and business clients in the Bow Valley. Our success comes from helping our clients achieve financial well being, as they define it. When you work with us to achieve your financial success you become part of the CBS Financial Directions family and that is something we take very seriously. We pride ourselves in building and sustaining life-long relationships and in creating successful portfolios for them, along the way.

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C B S Financial Directions - Details

We at CBS financial provide advice to the residents of the Bow Valley for over 19 years and take pride in the level of service we provide to our clients.

Opening Hours

Monday 8:30 am - 5:00 pm
Tuesday 8:30 am - 5:00 pm
Wednesday 8:30 am - 5:00 pm
Thursday 8:30 am - 5:00 pm
Friday 8:30 am - 5:00 pm

Specialities

  • Business Planning
  • Financial & Estate Planning
  • Group Health Benefits
  • Personal & Business Insurance
  • Personal Insurance

Products and Services

  • Critical Illness Insurance
  • Disability Insurance
  • Financial Planners
  • Group Health Plans
  • Individual Health Plans
  • Life Insurance
  • Long Term Care Insurance
  • RRSP Planning
  • Travel Insurance

Getting There

Upstairs from Home Hardware

Languages Spoken

  • English

Others

  • Business Planning
  • Business Overhead
  • Buy Sell Coverage
  • Group Benefit Health and Dental Plans
  • Group RRSP Plans
  • Health Spending Accounts
  • Succession Planning
  • Financial and Estate Planning
  • Children's Education Plans
  • Long and Short Term Investments
  • RRSP
  • Retirement and Income Plans
  • Tax Free Savings Accounts

Personal Insurance

  • Critical Illness Insurance
  • Disabiliy Insurance
  • Individual and Familt Health
  • Individual and Family Health and Dental Plans
  • Life Insurance
  • Long Term Care Insurance
  • Travel Insurance