9715 - 47 Ave., Edmonton, AB T6E 5M7View on Map »

Wealth Management

Wealth management takes a high-level approach to managing all facets of your financial life. It combines financial and investment advice, with retirement planning and legal or estate planning into a single, easy to understand service.

Wealth Management SE Edmonton

Wealth management in SE Edmonton is more than just providing investment advice, because it encompasses all parts of someone’s financial life. The idea behind wealth management is relatively simple: Rather than trying to tie together pieces of advice and various products from a a bunch of professionals, who may have different ideas of the outcome of your financial life, a single manager coordinates all the services needed. This helps streamline the process, allowing you to more effectively manage your money and plan for your own or your family's current and future needs.

Wealth Management Strategies

Much like other investment services, we, as your wealth manager, would begin by devising a plan that will maintain and increase your wealth based on your unique financial situation, goals and risk comfort level. After we develop your plan, we will meet with you regularly to update your goals, review and rebalance your financial portfolio, and look at what other additional services may be needed. Our goal as your wealth manager is to remain in your service throughout your lifetime, so that we both can develop an intimate understanding of your current and future financial situation and goals.

Wealth Management Goals

Wealth Management is not just about "set it and forget it" goals. We understand that your priorities change throughout your lifetime. As you get older, and your kids grow up and move out, you may decide it's time to downsize. Or you may want to buy an RV and hit the road, or just fly to your destination.

No matter what you want to do, or when you want to do it, our purpose as your wealth manager is to help make sure your goals are met while minimizing the impacts of risk to your financial well-being.

If you aren't sure if Wealth Management in SE Edmonton is right for you, contact us. We can provide you with an assessment of your current financial situation, and work together with you to build a solid financial plan that will help you both now, and in the future. We will help you assess your goals and help to determine if you are on track to reaching those milestones.

Contact us today to find out how we can help you with your wealth management.