Troy Hale is a renowned Financial Planner at IG Wealth Management in Medicine Hat, Alberta, with a rich history in the financial services industry dating back to 2006. Over the years, he has honed his expertise across various domains within finance and financial planning. When you engage with Troy and his team, you can expect a meticulously crafted financial plan that encompasses all aspects of your financial landscape, including investments, retirement, estate planning, life insurance, tax strategies, and more. Their approach is marked by collaboration with clients, ensuring that the financial plan is tailored precisely to your unique needs. They don't just stop at creating the plan; they are committed to its implementation and regular reviews. As your life evolves and circumstances change, they proactively adapt the plan to ensure it remains aligned with your financial goals and aspirations.
UNIQUE FACTS:
• Online Appointment
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• Personalized Service.
3 Best Financial Services in Medicine Hat, AB
Expert recommended Top 3 Financial Services in Medicine Hat, Alberta. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
TROY HALE - IG WEALTH MANAGEMENT REVIEWS
Troy has helped me over the past number of years. I have always been able to trust him with giving me the best financial advice. He has helped me create a financial plan to achieve my goals. My investments have been managed by Troy for many years now and I have always been happy with his financial planning. The process for getting my mortgage through IG was very smooth and painless. Troy also educated me about insurance and found the right fit for my needs.
I reached out to Troy for some financial planning advice. I am based in the US so he knew he wouldn't be getting any business from me. Still, he called me back and spent a good amount of time talking. In the process, I received very valuable information and actionable steps. Just what I was looking for. If you are searching for a financial planner, I would definitely recommend talking to Troy.
Troy is a great Financial Advisor. Professional and informative. We get all our questions answered and he is always generous with his time. Would definitely recommend.
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Seven Oak Private Wealth is a highly respected financial consultancy firm located in Medicine Hat, Alberta. Their distinctive approach revolves around merging tradition's wisdom with innovation's intelligence. Tyler brings a wealth of knowledge and a history of success to their team. The team at Seven Oak Private Wealth is a collective of diverse financial experts bound together by their shared commitment to simplifying, enhancing, and sustaining financial success for their clients. Their expertise spans a wide range of areas, including risk management, financial planning, business consulting, taxation, and life insurance. Each team member brings experience gained from working with prominent financial institutions and reputable public accounting firms.
UNIQUE FACTS:
• Schedule a No-Obligation Consultation
• Online Appointments
• Onsite Services.
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Sat & Sun: Closed
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SEVENOAK PRIVATE WEALTH REVIEWS
Tyler is a very knowledgeable, professional and caring person. He is is always very willing to share his professional advice on anything we ask and need help with. We very much depend and trust Tyler with all our investments over the years. So happy our son suggested Tyler to us. Thank you Tyler. God Bless.
Am exceptionally happy with the way my Investments are being handled with Tyler and his Firm after years of investing. I would highly recommend his obvious expertise and experience in this day and age.
Experienced trustworthy professionals who take a holistic view of your finances.
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Agnes English is a well-recognized financial advisor at Edward Jones, and she strongly believes in dedicating time to comprehend your financial aspirations before you commit your investments. Equally important is understanding your risk tolerance, as it enables her to strike a balance with the necessary steps to realize your long-term objectives. Whether your objectives involve retirement planning, saving for your children's or grandchildren's college education, or safeguarding the financial future of your loved ones, Agnes collaborates with you to craft tailored strategies that will facilitate the achievement of your goals. She offers ongoing monitoring of your progress to ensure that you remain on the right path or to make any necessary adjustments as circumstances evolve. Throughout this journey, Agnes is unwavering in her commitment to delivering exceptional client service.
UNIQUE FACTS:
• Online Appointments
• Face to Face Conversations.
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AGNES ENGLISH - EDWARD JONES REVIEWS
We moved to Agnes after our own Edward Jones advisor moved. She has been totally professional in our dealings and we feel very comfortable with her style of advise. Totally recommend het to anyone wanting a honest approach to investing.
I have been a client for over 15 years. The most amazingly dedicated, Smart, conscientious, honest person I know. I’ve recommended to ALL!
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