3 Best Financial Services in Edmonton

“MDL Financial Group team offers a sound, long-term financial plan to grow your assets to their fullest potential. They will integrate your tax optimization needs, insurance requirements, and estate into a comprehensive financial plan. At MDL Financial Group, their goal has always been for their clients to save money for their retirement, be protected in the event of a disability, and when the day comes that they are no longer with us, to take care of their loved ones through life insurance. They explore if their services fit your needs, then explain and document the services to be provided and define the key roles and responsibilities in the engagement. They will ask about your financial situation and personal and business goals and assess your tolerance to risk. The team then gathers all necessary documents and financial information at this stage before giving you any sound advice. MDL Financial Group also serves Casselman and Embrun. They have 27 years of experience and offer online appointments.”

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“Blackburn Davis Financial Inc.Partner John Davis. He is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Investment Manager (CIM®), and member of the Society of Trust and Estate Practitioners (TEP) with over 30 years of experience in the financial planning field. Before helping found Blackburn Davis Financial Inc. in 2001, he was a marketing consultant with a major life, disability, and group insurance brokerage company. The Blackburn Davis Financial Inc. team focuses on wealth management and retirement planning but also advises on risk management and estate planning. Their unique business model involves referring clients to discretionary portfolio managers as their primary investment solution. The team offers in-person and video appointments to their clients. They are based in Edmonton, AB, but serve clients across Western Canada.”

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“FDG Financial Destination Group Partner Marie Prefontaine . She is a Certified Financial Planner with over 30 years of experience in the financial services industry. She works closely with clients who care about their financial future and assists them in developing and implementing their own unique financial plans. Her focus is to provide financial planning services, strategies, and products to her clients so they can achieve their goals. She views every client as unique and approaches the financial planning process according to her client's needs and comfort levels. The team's goal at FDG Financial Destination Group is to help you make informed decisions about the products in your portfolio. From securing a comfortable retirement, saving for a home, and financing a child's education to protecting your family in the event of death, disability, or critical illness, they have access to a comprehensive portfolio of financial security planning products and services to help you address your financial security planning needs. They also have access to products specifically designed to meet the unique needs of small and large businesses.”

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