Group - About us TOLCO Financial $trategies   About us... Mission Statement To deliver knowledgeable and trustworthy advice to our clients in an understandable format that empowers them to make appropriate decisions that will move them toward their financial goals and objectives. We will use state of the art planning tools and may provide other professional advisors, to provide the best possible solutions for our clients and prospective clients. Group History September 2002, the merger of Sun Life and Clarica prompted the formation or our first partnership with Erven Planning Inc., Stapfer Financial Planning Group Inc. and TOLCO Financial $trategies December 2004, we formed Westmount Group Inc. to purchase our new office space in Westmount Place. May 2008, I formed a joint venture with BKI Risk Management and changed the name to BKI Financial Strategies Ltd. All our insurance related services in Alberta were operated by this company until November 12, 2012. In June 2009 I relocated to Victoria, B.C. As part of that move any buiness conducted in B.C. is done under TOLCO Financial $trategies. In November 2010 I sold my financial interest in BKI Financial Strategies Ltd. As of November 12, 2012 I left BKI Financial. In BC I operate as TOLCO Financial $trategies. For work in Alberta I work closely with Erven Planning Inc. as part of the Westmount Group.