A boutique practice · Individually licensed across Western Canada and Ontario; corporately licensed in Saskatchewan and BC

How can we help?

Most people reach out to me for one of a few reasons. Pick the one that fits, and we will start with a complimentary 30-minute introductory meeting.

For existing clients
Already working with Joe? Open your client service page.
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Choose your path

Where would you like to start?

Path 01 Family business

Estate planning for a family-owned business.

For owners of a farm, ranch, or family company who are thinking about transition, succession, or what happens next.

Land titles, shareholder agreements, cross-generational tax, the conversations most owners have been putting off. Coordinated with your lawyer and accountant.

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Path 02 Managing risk

One picture of your insurance coverage and needs. Reviewed every year.

For families, individuals, and business owners with policies and accounts spread across the years and no single picture of it all.

Corporate, individual, and family coverage coordinated into one picture, reviewed every year. Beneficiaries checked, gaps flagged, nothing left to chance.

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Path 03 The workshop

Your Next Step. A half-day planning workshop.

For people who would rather work through the planning in a guided session than start with a one-on-one conversation.

Four and a half hours, in person. Walk out with a planning workbook, a written set of next steps, and a follow-up with Joe on the calendar. $1,500 per family or business.

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Path 04 About the practice

I would like to read more first.

For visitors who want to know who Joe is, how the practice works, and what working together looks like before choosing a path.

The full story of Mountain Strong Financial. How Joe approaches the work, who he serves, what his clients have said, and how to start a conversation when you are ready.

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Not sure where to start?
Most people aren't sure right away. Let's figure it out together with a conversation. Pick a time that works for you.
Book a time → Email Joe →
About

A boutique practice built over 30 years of listening to your stories.

Mountain Strong Financial is owned by Joe ven der Buhs, CEA, CFP®, CLU, CHS, CPCA. The practice serves families and family-owned businesses, including agricultural operations.

Joe ven der Buhs · CEA CFP CLU CHS CPCA · Individually licensed across Western Canada and Ontario – Corporately licensed in Saskatchewan and BC