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5555 Calgary Trail NW Suite 1560 Edmonton AB T6H 5P9
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About Us
How We Help
Protecting Your Family
Your Investments
Income Taxes
Your Retirement
Your Child’s Education
Your Legacy
Running a Business
Life Stages
Starting Out
Young Family
Established Family
Retiree
Single
What We Do
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
Portfolio Analysis
Insurance Analysis
E-Newsletter
Resources
Calculators
Other Calculators
Financial Library
Government Sites & Forms
Life Planning
RRIF Minimums Chart
Contact us
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About Us
How We Help
Protecting Your Family
Your Investments
Income Taxes
Your Retirement
Your Child’s Education
Your Legacy
Running a Business
Life Stages
Starting Out
Young Family
Established Family
Retiree
Single
What We Do
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
Portfolio Analysis
Insurance Analysis
E-Newsletter
Resources
Calculators
Other Calculators
Financial Library
Government Sites & Forms
Life Planning
RRIF Minimums Chart
Contact us
Search for:
Search Button
About Us
How We Help
Protecting Your Family
Your Investments
Income Taxes
Your Retirement
Your Child’s Education
Your Legacy
Running a Business
Life Stages
Starting Out
Young Family
Established Family
Retiree
Single
What We Do
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
Portfolio Analysis
Insurance Analysis
E-Newsletter
Resources
Calculators
Other Calculators
Financial Library
Government Sites & Forms
Life Planning
RRIF Minimums Chart
Contact us
About Us
Our client’s financial well-being is paramount above everything else. We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.
Click on a team member
to learn more about them.
Lee Schmidt
Financial Advisor
David Schumacher
Financial Advisor
Trevor Bernes
Financial Advisor
Gilles Wilvers
CFP®
Ryan Sambor
Financial Advisor
Lorne Radke
Financial Advisor
Dean Herbert
Financial Advisor
Steve Lambert
Insurance Advisor
Matthew Buddle
Insurance Advisor
