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Assante Financial Management Ltd., Edmonton
Managing your money and planning your financial security are no easy tasks. We're here to help. Through your personal Assante advisor, you get a diverse range of wealth, investment and life management offerings, combined with professional expertise and individual service. |
Capital Estate Planning Corporation, Edmonton
An independent investment and insurance brokerage firm. This means that we are not married to any particular bank, mutual fund company, insurance company, or any other type of financial institution. Our in-house advisors therefore have the freedom to survey the marketplace and select those financial products that best suit our clients' individual needs. The end result is objective, optimized, and tailored solutions to our clients' unique situations. |
Financial Strategies Group, Edmonton
We are a group of insurance and investment professionals that offer our clients 15 years experience. We handle both personal and corporate insurance and mutual funds, in non-registered and RRSP investments. Our goal is to provide a consistent thorough approach with our clients, to maintain client records that will assist in the planning out of our clients goals to reach their objectives for their retirement, estate or disability. |
IPC Investment Corporation, Edmonton
As your Planner of Choice, I am committed to forming a partnership with you to establish your financial goals and ensure that all components are incorporated into a comprehensive financial plan. To achieve personal financial comfort and security, your personal wealth management strategy™ will address the areas of investment, tax, insurance, retirement and estate planning. |
Kingston Ross Pasnak LLP Chartered Accountants, Edmonton
Our team of experienced and highly trained professionals offers a comprehensive range of tax reporting and consulting services. Our experienced professionals can assist you in meeting your estate planning objectives. Kingston Ross Pasnak provides a comprehensive range of services related to business mergers and acquisitions. |
Kofin Financial Group, Edmonton
Brings useful experience and expertise in Retirement, Estate and Investment Planning to every client. Our Specialty requires that we stay abreast of changes to tax laws and other regulations that may affects our client's financial future. We are a source of information to the media and other financial advisors, accountants and lawyers. When they need expertise in their Retirement & Estate Planning field, they call us for clear explanations. |
Merrill Lynch Canada, Inc., Edmonton
We're one of the world's leading financial management and advisory companies, with offices in 37 countries and total client assets of approximately $1.3 trillion. As an investment bank, Merrill Lynch is a leading global underwriter of debt and equity securities and strategic advisor to corporations, governments, institutions and individuals worldwide. Through Merrill Lynch Investment Managers, we're one of the world's largest managers of financial assets. |
Peer Financial Ltd., Edmonton
Staffed by specialists in the areas of retirement, investing, insurance, tax and estate planning. For the past 15 years, Peer Financial has been providing its clients with advice in these areas. The preservation of wealth is an important focus, and our emphasis is always on maximizing return and minimizing risk when offering advice. We believe in removing the complexity from our personal financial situations of our clients by providing complete planning that is easy to understand and implement. |
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