WE ARE A BOUTIQUE FIRM WITH A SINGULAR FOCUS: TO PROVIDE THE VERY BEST PERSONALIZED FINANCIAL ADVICE TO YOU.
One size does not
fit all: your investments need to fit you, period.
Life changes when we least expect it. As children, my siblings and I experienced the loss of my father when he passed away in a plane crash. We all saw and felt the impact of that loss and how significant the pressures and stresses of raising four children were for my mother. Many years later I came to understand the impact that a bit of forethought and financial planning would have had, it became my passion to help others and help provide education around financial planning to the community I serve.
Perry Diebert is a Financial Advisor and Risk Strategist who partners with CEOs, executives, solopreneurs and families to protect their personal and professional relationships, human-to-human. After spending over two decades working in the automotive industry as a manager and owner of several companies, and a further 20 years in Financial Services, Perry understands the challenges that business owners face and what drives them.
Music is a big part of Perry’s life and you may see him behind a drum kit with local bands, at a concert somewhere or volunteering at any number of festivals and shows in Southern Alberta. He believes the best things in life aren’t things.
Perry has a mission – to live his life like a breath, to take it all in and to give it all back - to be the very best person he can be to those he cares about most - including himself, and to be the most well respected, successful financial advisor in the Foothills.
PARTICIPATION AND IMPACT
To understand your community, it helps to be a part of it.
Stage Manager – Calgary Folk Music Festival
President – De Winton Community Association
Stage Manager – Block Heater Festival
Stage Manager – Wide Cut Weekend
Sound Tech – Foothills Folk Club
Member at Large - 100 Men Who Give a Damn
Member – Okotoks Rotary Club
Member – Okotoks Kiwanis Club
President of the Okotoks and District Chamber of Commerce
Multiple volunteer roles.
Stages is a boutique advisory firm located in Okotoks Alberta. This allows me the time to focus solely on my clients and their needs, to take the time to understand not only their goals for today but what my client's dreams are for tomorrow.
Anytime you work with people's finances it becomes a more intimate and personal experience and the level of trust is increased. I assure I will always respect that level of trust and confidentiality.
For over 18 years I have been helping clients, friends, neighbors and my community to develop financial knowledge by guiding them through custom investment and risk solutions.
I have built relationships with some of the most experienced and highly recognized accountants and insurance specialists in Canada to further help customize solutions for your financial planning.