Wealth planning with a family-first mindset

Our work with clients isn’t strictly business, it’s often quite personal. We go to hockey games together, swap stories, and, more often than not, we’re the first call when something big happens. 

Over time, clients have grown to see us as more than just their Edmonton and Lloydminster financial planners—we’re more like an extension of their families. That kind of trust doesn’t happen by accident. It comes from taking the time to understand people on a deeper level: who’s part of their world, what dynamics shape decisions, and what they value most.

We learn the relationships that matter and use that insight to guide every recommendation, so your financial plan actually reflects your real life.

 

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Team-based relationships, built around you

Every client has a dedicated financial planning team that scales with complexity. As your needs evolve, two financial planners work together to ensure continuity, speed, and depth of insight. That structure means you’re always covered, no pauses, no missed opportunities.

High-touch responsiveness

Life moves fast, and so do we. Our promise to you:

  • You’ll never be left hanging. If you reach out, you’ll hear from us quickly. If you need us, we show up. Always.
  • You’ll always receive clear next steps or timelines so you know exactly where things stand.
  • For urgent matters, we move immediately; for longer-term goals, we stay proactive so you’re never left waiting.
  • We’ll always be kind, but we won’t hesitate to question the usual way of doing things and point you toward something better.

About you

We’re a good fit for families, professionals, and business owners who want more than “good enough” advice. If you’re ready for a financial planning team that asks better questions and cares about the people behind the numbers, we should talk.

We work with:

Business owners and entrepreneurs

Business owners and entrepreneurs

Pre-retirees and retirees

Pre-retirees and retirees

Engineers

Engineers

Healthcare professionals

Healthcare professionals

Farm families

Farm families

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What we do

As your Edmonton and Lloydminster financial planners, we take the messy, moving parts of your financial life and turn them into one clear plan. You’ll always know what’s happening with your money and why it matters.

Business succession

Transitioning a business takes time, care, and foresight. We design business succession plans that protect your life’s work, reduce tax impact, and ensure a smooth transfer of ownership. Whether the goal is selling your company, passing it to family, or preparing for retirement, our team helps you plan every detail, balancing fairness, continuity, and long-term value.

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Business succession 

Estate planning 

Wealth transfer 

Retirement planning 

Investment planning 

Tax planning 

Insurance planning 

Charitable giving 

Mortgage and cash flow planning 

 

Community roots and real connection

We’ve been part of the communities we serve in Alberta and Saskatchewan for decades, supporting the Lloydminster Regional Health Foundation and other local causes through events, fundraisers, and volunteer work. That community connection runs deep, shaping the way we serve.