We are Financial Planners at our core. Our clients come to us looking for personalized retirement planning and wealth management. We also advise on risk management and estate planning. Beginning as Blackburn Insurance Agency in the 1960s, we have grown from our Edmonton roots to become Western Canadian focused.
We take a collaborative approach with
Brad Lavigne —
Positive: Professionalism
Stephen is absolutely fantastic. He listens and understands our goals. He is professional and
I come from a military background, having served 12 years in the Canadian Forces as a proud member of Princess Patricia's Canadian Light Infantry. Canadian Forces has helped develop my work-life balance, and working with great people gave me a good experience. Now I am a very proud father of two girls and have over 10 years of experience in the financial
Rachelle —
I've been dealing with Jay for several years now and have been very satisfied with his overall services and my investments
Our holistic multi-generational approach includes gaining an in-depth understanding of the client and their unique situation to better evaluate their investment and insurance needs. We strive to provide both guidance and education to our clients, clarify their short and long-term objectives, and quantify their goals using comprehensive strategies and
Jeremy Peters —
Lei Ren has been taking care of my business's life insurance and group benefit needs for almost 10 years. There's nobody
We understand that administering a group plan can be time consuming; we provide your company with employee benefit education, insurance claims process assistance, and the flexibility to adjust your group plan as your business grows and changes. We offer assistance tailored to your plan administrators and to your employees.
We can assist plan administrators
Ryan Russell —
Positive: Professionalism, Quality, Responsiveness, Value
Kyle (and staff) are extremely knowledgeable and professional
Navigator Financial Services Inc. is an independent financial advisory firm. Our focus is to provide our clients with personal and comprehensive financial planning in order to effectively address the issues of wealth management, risk management and estate planning.
The professionally-qualified financial advisors and portfolio managers combine strategic
Derek Sim —
Fantastic Service from start to finish, My first time filing in the US and Lou made it very easy to understand and personable
If you are feeling unwell, please do not visit employees at this office. Feeling unwell includes, but is not limited to, respiratory issues (cough, running nose, fever, shortness of breath). Please do not enter if you have recently traveled outside Canada. You will need to postpone your visit unt.
Summerside Financial Corporation provides financial
Simran Kaur —
The team handled everything and secured the best rate available. Easy to recommend and excellent as usual.
We invite you to discover our unique financial planning style. We pride ourselves on providing an educational, comfortable and professional experience that gives you confidence in your plan. Our coordinated wealth management process is designed to understand your story, create clarity, and develop your financial confidence.
Our team of advisors, specialists
Kaitlyn Jensen —
Do not give this company your business. I had been with RTR for many years under a certain advisor who then left the company
Whatever your life's goals, our financial professionals can help design a strategy tailored to your specific needs. Learn more about our company and our commitment to helping lead you and millions of others across North America to a sound financial future.
For more than 20 years, World Financial Group, a Transamerica company, has helped countless individuals
At Cordis Financial, we give you customized advice for each stage of your life, while giving you the tools you need to build your financial future. The Lumen Plan is Cordis's new budget planning and coaching service. We work with you to reduce or eliminate debt and establish strong short- and long-term objectives to help you stay on track.
Let's talk
Our core business is finding your best deal on financing, but we also provide business advisory services (CFO-for-hire, bookkeeping support), bridge or temporary financing solutions, lease & loan insurance, and factoring services. In all cases, we are focused on helping you to save money, save time, get the right advice, and achieve proper diversification
Founded in 1999, Canadian Western Financial (CWF) operates as a subsidiary of CWB Wealth Management and is the mutual fund dealer for Canadian Western Bank. As an exclusive dealer of the CWB Onyx Portfolio Series, and a thorough selection of other leading mutual fund solutions, you gain access to professional money management, tax-efficient cash flows
We are proud and ecstatic to introduce Legacy Financial Group LTD to the Canadian Financial Industry. Our plan is to change the way Finance is conducted in Canada, so Canadians are educated and aware of all their options with an increased focus on Transparency. I have been in the financial services industry for 13 years now.
My experience ranges from
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