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We’re dedicated to helping businesses and individuals navigate the complexities of your registered and non-registered investments while connecting them to some of the most competitive offerings on the market.
Whether you’re looking to reallocate money in your savings, explore segregated funds, or better utilize your TFSA, our advisors are here to help.
Financial planning is at the core of our services as trusted advisors. We understand that each individual or family has unique financial goals, aspirations, and circumstances. Our expert team is dedicated to providing comprehensive financial planning solutions that encompass various aspects of planning, including tax planning, estate planning, debt management and corporate planning.
Protect your financial interests, your family, and your business with strategic risk mitigation.
Our advisors provide expert guidance on risk management, from critical illness to corporate insurance and ensure you have the right coverage in place at competitive rates.
Group benefits and retirement planning are key components of a comprehensive financial strategy for businesses. As a trusted financial advisor, we specialize in helping employers design and implement robust group benefits plans that attract and retain top talent while promoting employee well-being.
Additionally, we offer expert guidance on retirement planning, assisting businesses in setting up retirement savings plans such as RRSPS and pension plans.
It all starts with a call. Get in touch with us to start your journey towards a financial secure future.
4918 Roper Rd NW Suite #203, Edmonton AB
T6B 3T7
Insurance products, including segregated fund policies, are offered through Financial Destinations Group, and Investment Representatives Marie Prefontaine, Pearce Tymko and Shane Ohrt offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
