About Wealth Navigation Group

The true value of good financial planning is not in the numbers, but in the life that the numbers make possible.

Today you need more than just a “financial advisor.” You need someone that can help you simplify your financial life. You need someone who will take the time to thoroughly understand you and your particular goals and wishes, and after careful consideration and research, offer clear and practical strategies to help you work toward those goals and wishes. You need someone who will support and help you implement those solutions as smoothly and seamlessly as possible.

We aim to be your first call when you need something financial in nature.

This is what we do.

We work with the other professionals on your team for your best interests.
We will look for ways to streamline and simplify your financial life and to provide you with a clear and concise view of your financial picture on a regular basis.
We align your portfolio with your financial plan and work to ensure that both are implemented efficiently and cost-effectively.
We spend as much time as is necessary to inform and educate you about financial planning solutions tailored to your specific needs.
We communicate with you about changes that may be needed to keep you on track with meeting your goals.
We bring perspective and coach you through world and life events, adjusting your plan as needed.
We can help with decisions around such things as assistance with auto leasing options, affordability issues (Can I afford that new set of furniture?), real estate decisions, advice on buying or selling a business, setting up a partnership or building a business from scratch, providing for disabled family members, managing health expenses and transitions during retirement just to name a few.

We are passionate about helping our clients enjoy their wealth without worry – all with a concierge level of service

Syd Duffill

Financial Advisor

Syd has been in the financial services industry since 1997, working with individuals, families and business owners to develop customized plans and strategies to build and manage their financial wealth and security.

During 2007 to 2009 he provided leadership and mentorship for a team of Consultants at Investors Group Financial Services Inc.

Syd himself was awarded T.O.P. recognition with the company for successfully building his team of strong, successful Financial Consultants. Syd enjoys sharing what he has learned about creating wealth with others and was happy to provide exceptional training and development for new Consultants as well as mentorship for established Consultants.

Syd strongly believes that

Comprehensive Financial Planning is not just about investments.

Wealth Management also incorporates risk and tax minimization as well as succession planning.

The key to creating and maintaining wealth involves keeping on top of the times and professionally managing portfolios beyond what fund managers do.

The ultimate measure of his success is his client’s success.

He adds another layer of safe investment strategies in these volatile times by incorporating unique and creative strategies that capitalize on the current market conditions and is constantly thinking outside the box for appropriate investments that lower risk and increase reward.

Syd lives just outside of Calgary with his wife Sylvia and their three children. The entire Duffill family enjoys the outdoors and spending time with family and friends. In his spare time Syd enjoys motor biking, travelling and reading a good book.

Sylvia Duffill, CFP®, Retired Nurse

Certified Financial Planner®

Sylvia has been working as a Financial Advisor since 2007 providing comprehensive financial planning for clients.

Prior to 2007 Sylvia spent 15 years as a Registered Nurse providing professional leadership in a variety of health care environments, including ethics, rehabilitation, sub-acute medicine, palliative care and service/program development. She ended off her nursing career as the Executive Director of the Calgary Victorian Order of Nurses (VON Canada).

She knows that today, good financial advice is more important than ever. Sylvia believes that building long-term relationships with clients is the best way to help them and their family to explore the financial options that are best for them at each stage of their life.

Sylvia enjoys traveling and spending time with Syd and their three children. In her spare time she enjoys gardening and dreaming about the family’s next travel adventure.

“I take great pride in the fact that clients depend on us to take care of their financial needs and I do not take that kind of responsibility lightly. I look forward to many more rewarding client relationships.”

About Wealth Navigation Group

Syd Duffill

Financial Advisor

Associations

Sylvia Duffill, CFP®, Retired Nurse

Certified Financial Planner®

“I take great pride in the fact that clients depend on us to take care of their financial needs and I do not take that kind of responsibility lightly. I look forward to many more rewarding client relationships.”

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