Your Solomon Journey

Lets Build Your Financial Peace Of Mind

Our Process: Your Journey To Financial Confidence

  • Person participating in a virtual video call with five diverse people on a tablet, sitting at a wooden table.

    Step 1: Let’s Connect

    Start with a conversation — no pressure, just clarity. Think of this as a coffee chat, not a commitment. We’ll take time to understand what matters most to you, share how our services work, and see if we’re the right fit to move forward together.

  • Step 2: Discover What Drives You

    Step 2: Discover What Drives You

    Your goals go beyond the numbers, and so does our process. During this discovery phase, we get to know your story, your values, and your financial history. Understanding where you’ve been helps us better guide where you’re going.

  • Step 3: Your Personalized Strategy

    Step 3: Your Personalized Strategy

    Now we map out your options.
    With your input, we design a clear and personalized financial plan built around your lifestyle and aspirations. You’ll see a range of flexible strategies, and together we’ll choose the path that best suits your destination.

  • Close-up of two people shaking hands, one wearing a light blue shirt and the other wearing a white shirt.

    Step 4: Put The Plan Into Motion

    We help you take the wheel — with expert guidance at every turn.
    With your customized plan in place, we’ll support you in taking action and staying on course. As your financial partner, we’re here for the journey — ready to navigate life’s changes with you.

Meet Our Team

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Trisha Argotoff

Certified Financial Planner

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Robin Choi

Senior Financial Advisor

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Paige Hilton

Assistant

Hands of two people discussing financial planning, with a piggy bank, a laptop, and a smartphone on the table.
A family hugging and smiling with a large red label reading 'INSURANCE' across the center of the image.
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Client Testimonials

  • Trisha helped me find affordable life insurance that fit my needs perfectly and also made the process very easy. She answered all my questions and concerns and I signed up with confidence thanks to her!

    S.M.

  • Both my husband and I have had the pleasure doing business with Trisha and she was awesome! Super accommodating and even drove all the way to Cochrane several times to meet so we wouldn’t have to disrupt our childrens schedule. Definitely 5 star treatment.

    K.S.M.

  • Trisha is so patient, knowledgeable and helpful!!! She has met us in Calgary multiple times, she has answered our questions (sometimes the same ones!) over and over and always given sound, thoughtful advice. She is very accommodating and really cares about her clients - I highly recommend her to everyone I know. She's helped my family for years and we'll continue to take all our business to her. You rock Trisha!!!!

    C.H.

  • She is on top of it , when I ask questions I get quick replies, never disappointed

    L.K.

  • Trisha has been a fantastic support over many years helping me plan and providing options for my family. She truly wants to help her clients reach their goals and is fast and friendly.

    C.H

  • Trisha is professional and cares about her clients!

    T.W

  • Trisha was very helpful and understanding of our needs. She spent many hours helping us make the right decision for now and for the future.

    J.J

  • Trisha is amazing, very knowledgeable and quick to respond to any questions I have. If anyone needs any investments or financial advice, I highly recommend her!

    T.R.K.

  • Trisha provides great service, fast response to emails and telephone calls. She answered all our questions when we were working with her to get insurance.

    J.M.F

  • My first consult with Trisha was so eye-opening and valuable. She explained all my options and took the time to create a plan for my needs. She is very caring and prompt about answering follow-up questions. Now I have peace of mind knowing that my family and I are taken care of if I ever need to take time off work due to illness or accidents. Highly recommend Trisha!

    M.M.

  • Trisha is a person of high integrity and always works in her clients' best interests. She doesn't attempt to oversell, keeping her clients' needs as her priority. As a mortgage broker, when my clients ask for a trusted licensed insurance advisor I recommend Trisha to them with 100% confidence that she will provide excellent customer service as well as educated advice so that they can make informed decisions. Trisha has multiple providers and is able to provide affordable coverage for every unique need.

    V.L

  • I have been working with Trisha for 12 years and she has been such an amazing support! Trisha is always available to help and advise and goes above and beyond for her clients! Trisha is extremely knowledgeable and completely trustworthy. I would highly recommend Trisha for your investment and financial needs.

    ​L.A

Get in touch.