Find a Financial Advisor in Edmonton

I am a retired police officer who saw that the foundation of almost all crime was money trouble caused by a lack of financial education. My team and I take an educational approach ensure whatever decisions you make are based on complete and trusted intelligence, which can help in preventing other poor decisions. Our firm is a full service independent brokerage. Full service means we can do just about anything that touches your financial life.

Offering Financial advice on Life Insurance, Critical Illness Insurance, Investments including RRSP, TFSA, FHSA, Guaranteed GIC Rates, Guaranteed Life Annuities that pay Monthly Guaranteed Payments

BIG provides high-net-worth individuals integrated private wealth management and leading-edge investment strategies. Whether you want to define your investment options or implement a custom solution, we are built to serve your needs. To maximize the growth of your wealth, numerous decisions can be made concerning asset allocation strategy, diversification, investment manager selection, individual security selection, portfolio rebalancing and tax efficiency.

Many people classify success as financial independence; being able to do the things they have always wanted to do. Success and financial independence will only be achieved with the help of the right professional team. Our holistic approach to financial planning is comprehensive and goes beyond traditional investment advice to consider all aspects of your financial life. We are committed to providing the right information and advice you need to feel confident about your family’s future.

Life Insurance, Critical Illness Insurance, Disability Insurance, Personal health benefits, Group Benefits. Succession Planning. Helping Families and Business Owners protect what matters most to them

Let me tell you a bit about me: My goal is to better understand your financial goals and to develop a clear understanding of what success looks like to you. I’m here to help you achieve your goals and plan for financial security for today and tomorrow. For some, it might be planning for retirement, for others, buying a home or saving for a special purchase. Regardless of the size of the goal or

My company offers a wide variety of financial services. Our mission is to help save taxes and set you up for retirement. I can also help with estate planning and wealth transfer.

Canadian Wealth Strategies began in 2013 as a family advisory and has quickly become one of Canada’s fastest growing investment firms. Located in Edmonton, Alberta Canadian Wealth Strategies is 100% Canadian privately owned and operated. With over 50+ years of combined forex investment experience, Canadian Wealth Strategies the leader in private Forex Investments.

Sherry Alag is a highly motivated, multi-award-winning, client-focused Wealth Advisor who co-leads The Alag Garg Group at Scotia Wealth Management in Edmonton. She and her team advise business owners, professionals and retirees with entrepreneurial rigour, family-focused values, a passion to help people achieve their goals, and their trademark drive to excel.

Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals. We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does. Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.

Purchasing financial products that meet your needs now and in the future can be complex. That’s why professional advice from knowledgeable financial security advisors is essential. Our goal is to help you make informed decisions about the products in your portfolio. From securing a comfortable retirement, saving for a home and financing a child’s education, to protecting your family in the event of death, disability or critical illness, we have access to a comprehensive portfolio of financial security planning products and services to help you address your financial security planning needs.

I work with some of the largest banks, Investment firms and Insurers in Canada, to help clients in all areas of insurance, investments, mortgages and debt.