Our experts approach wealth management with your unique financial goals in mind. That’s why we care to understand your short and long term financial goals for your business and for your family.
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.
Elevate your financial success with our comprehensive wealth management services. Our team of experienced advisors will design a holistic wealth management plan, integrating investment strategies, tax optimization, estate planning, and more, to help you achieve your long-term financial aspirations.
We’ll help you feel confident in your investments by advising on:
Harness the potential of mutual funds to build a diversified investment portfolio tailored to your financial goals. Our team of experienced advisors will guide you through a wide range of funds, helping you navigate the markets and make informed investment decisions.
Experience the best of both worlds with segregated funds – the growth potential of investment funds combined with the protection of insurance. Our team of advisors will help you explore a range of segregated funds, offering capital guarantees and estate planning benefits to safeguard your financial future.
Our team of qualified advisors can help you understand how to make the most of low-risk investment options, including Guaranteed Investment Certificates (GICs), high yield savings accounts, and Guaranteed Income Optimizers (GIOs) for retirement income.
Reach out to us to schedule a discovery meeting with our team!
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.