Best Financial Planner Edmonton Near Me

4worldlovers: We provide independent and objective financial advice to help you accomplish your goals.

A financial plan provides a very practical framework for what you do with your money, taking into consideration your goals, circumstances and personal investment style. These considerations can change over time, so to make sure your financial plan reflects those changes it should be reviewed regularly.

Our Fee-Only Financial Planning services may take a variety of forms.

Many of our clients prefer a modular approach to their Financial Planning. We will tailor the service to deal with your most pressing issues. We answer those questions that are most important to you today. Once the initial problems have been resolved, many clients return to review other areas of their financial health.

Based in Edmonton, Alberta, Ron Graham & Associates provides financial advice for individuals across Western Canada, either through one-on-one counseling or through employer-sponsored seminars.

“My view? A few hours of advice from fee-only planners can provide an eclectic but cost-effective second opinion for those using commission-based advisors.”

4worldlovers: At Financial Advisor Edmonton we look at our business differently. Our role as your financial council is a serious one. And we don’t take it lightly. We treat our clients as valued partners. We embrace their goals and make them our own. Sharing your dreams and plans with someone can be scary and intimidating for most people. It requires trust. We unfortunately see many financial planners abuse this trust in pursuit of higher commissions. A lack of education on basic investment, life insurance principles, and financial planning leaves the average person susceptible to fast talking hard selling advisors who may or may not have your best interests at heart. We created our financial process to to position ourselves as our clients exclusive trusted financial counsel. Someone you can rely on to have open and honest conversations about planning for money, death, and taxes.

4worldlovers:
Statera Financial Planners is dedicated to providing wealth, health and legacy solutions for every stage of your life and/or your business. Our mission is to provide you with the information available to help make informed decisions about your life and your money. With a financial planning focus, creating a holistic understanding customized to you, your needs and your goals, we focus on the whole picture, while implementing the tools and knowledge we have to help you achieve long term results.

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Grow your career in an environment where you’re in control. As an entrepreneur, your skills and experience are valued, you have accesses to specialized support, and you have the time and commitment to dedicate to clients - enabling you to thrive.

I invite you to talk to me. Meet our advisors and explore the opportunity to build your business by helping others. Together we can help you decide if this is the right opportunity for you.

Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the IG Wealth Management specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.

At IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.

With IG Wealth Management, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.

4worldlovers:
Your priorities are important to us. We can work together towards your goals, and can help with:

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:


Reduce your taxable income during your lifetime or upon passing away


We can offer strategies to help you become retirement-ready by discussing questions like:


How much income is needed for the retirement you aspire to?

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.

Consider using executor services like a corporate executor or Power of Attorney for Property


A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.


Your hopes and expectations are at the heart of your financial plan.


That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.


Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.


Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.


When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.


Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.