3 Best Financial Services in Medicine Hat

“Troy Hale has been a financial advisor at IG Wealth Management since 2006. As a Certified Financial Planner at IG Wealth Management, he guides his clients through the process of maintaining high income and minimizing taxes using a proven method of success. Troy enjoys exploring possibilities and sharing his passion and enthusiasm with his clients and community. With over 18 years of wealth management experience in the financial services industry, he and his team help Southern Albertans aged 50+ achieve and enjoy the retirement of their dreams. They work closely with clients, implementing and regularly reviewing their plans as life changes. Reach out to them today to start a conversation.”

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“Agnes English and her team are enthusiastic about partnering with your attorney, accountant, and other trusted professionals to develop a comprehensive strategy that utilizes everyone’s expertise. Their goal is to create a detailed, customized plan tailored to your financial aspirations. Agnes is dedicated to ensuring that every aspect of your strategy aligns with your personal goals, providing clear and practical guidance. Her approach focuses on building strong, collaborative relationships to help you confidently navigate your financial journey. Reach out to Agnes and her team to create a strategy to help you achieve your financial dreams.”

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“SevenOak Private Wealth is committed to inspiring and empowering clients to achieve their dreams. Tyler Davidson is the firm's principal and financial planner. An experienced financial planning professional, he brings a wealth of knowledge and a history of success to the SevenOak team. Tyler moved to Medicine Hat to study business and finance, graduating with honours from Medicine Hat College before starting a successful career in financial services. At the office, Tyler and his team take a particular interest in risk management and draw their professional inspiration from the desire to help clients achieve their goals. They will help you design the life you most want to lead. They work to understand your goals, keep you financially informed, and implement a portfolio tailored to your vision of an ideal future.”

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