Transform Wealth to Purpose
Tailored planning to protect your legacy and amplify your impact.
Our financial planners provide holistic financial planning to help you protect, grow, and transfer your legacy — from tax and investment strategies to insurance and corporate planning.
Based in Edmonton, our firm helps you build a stronger financial future and supports clients such as:
Business Owners & Entrepreneurs
Farming Families
Medical & Other Professionals
Professors
Public Sector Employees with Alberta DB Plans
Families Navigating Inheritance
RGA Financial
Expert Guidance
Our team has met rigorous education and training standards in financial planning, investment management and accounting. We prepare financial plans every day, staying on top of relevant trends and assumptions essential for your projections.
Relationship Focused
Your best interests are our priority. Our financial strategies are completely tailored to your circumstances. Clear, straightforward communication and a high degree of trust are at the heart of our client relationships. We focus on financial objectives first, not on products.
30 Year History
We have established roots serving families in Alberta. Our attention to client service and our effective financial plans keep clients coming back. We can’t wait to meet you and see you transition through the stages of your financial life at RGA Financial.
