Your assurance of excellence in Advisor services
At the heart of financial wellness, we are all individuals. Whether you have a family, a business or simply concerns about achieving long term goals and success, getting there involves a unique mix of financial products for every set of circumstances. Come meet with us to see what works for you.
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Services for Individuals
We offer a range of Life Insurance products that include Term Life Insurance, Whole Life Insurance, and Universal Life Insurance. We can help you select the amount and type that is most appropriate for your personal circumstances.
We offer disability insurance. If you become unable to work due to injury or illness, disability insurance is your financial lifeline to help you through periods of temporary or permanent disability.
Critical Illness insurance provides you with a lump sum payout in the event you are diagnosed with a covered condition. This financial support can help speed your recovery by reducing the stress associated with financial concerns.
Going on a trip? Get travel insurance. Some people are covered under an employer group benefits plan. If you're not one of those, you should buy travel insurance before you leave the country.
RRSP? RESP? TFSA? RRIF? Which registered savings plan is right for me? Let us help you choose the appropriate plan and investment strategy to achieve your financial goals.
We are able to help you secure a mortgage to help finance the purchase of a new home, or to refinance an existing home to help you put the equity to use towards your personal financial goals.
Do you have a Will? An enduring Power of Attorney? A Personal Directive? These important legal documents are the foundation of your estate planning and ensure your wishes are carried out.
If you're not covered under an employer sponsored group benefits program, you can protect yourself and your family with individual dental, vision and prescription drug coverage.
Services for Business
Looking for assistance with bookkeeping, budgeting, payroll assistance, government remittances, accounting systems?
Group Benefits are a great tool for attracting and retaining top talent. They are a 'permission to play' offering for any business looking to succeed through building a great team. We can help you select the appropriate level of coverage for your business.
A Group RRSP allows your business to offer a retirement planning benefit to your employees. While larger organizations may offer pension plans, a Group RRSP is a great way for small and mid-sized businesses to compete.
Need to fund a buy-sell agreement with your business partner? Interested in learning about the tax advantages of corporately owned life insurance? We can help you manage risk and identify planning opportunities using life insurance in your business.
Did you know that financially unprepared employees are twice as likely to be distracted and unfocused at work? We can help you invest in your staff with educational materials and on site financial literacy training seminars.
Your individual and business planning needs are distinct and different. As a business owner you need a financial plan at an individual level in addition to a business plan. The two must be designed to work in sync with one another. Let us help you find the right balance.
We take our profession seriously. We understand that you are coming to us for expertise and advice and we want you to take comfort knowing that we have studied long and hard to build a foundation of knowledge from which to help you. Here are some of the credentials we have earned so far in our quest to build the best advisory practice in Edmonton, Alberta:
Certified Financial Planner (CFP)
Chartered Professional Accountant (CPA)
Certified Management Accountant (CMA)
Bachelor of Commerce (B.Comm.)
Meet the Team
We have a great team and a great approach to financial planning.