Alberta School Employee Benefit Plan

Clayline Wealth, based in Edmonton, AB, offers Independent Portfolio Management services and financial coaching for families and businesses in Alberta. With a commitment to putting clients first, they provide conflict-free advice and act as fiduciaries, ensuring clients' interests are paramount. The team at Clayline Wealth believes in providing ongoing coaching and support, drawing on their 25-year legacy of offering advice through radio shows and teaching at universities. They emphasize the importance of financial planning as a continuous process, guiding clients through a series of decisions to achieve their long-term goals. As an independent and fiduciary Portfolio Manager, Scott Bullis leads the team with a wealth of experience in finance and business. With a focus on personalized service and proactive investment management, Clayline Wealth aims to empower clients to make informed financial decisions and confidently plan for their futures. Generated from the website content

Desjardins Financial Security, established in 1900, is dedicated to providing comprehensive financial solutions that promote the well-being of individuals and communities. With a strong focus on customer needs, the organization offers a wide range of services, including insurance, savings, credit products, and wealth management. Operating as a cooperative, Desjardins prioritizes financial autonomy and security for its members and clients. The company is committed to helping customers achieve their financial goals through tailored resources and expert advice. Generated from the website

Canalta Business Brokers is a well-established firm based in Edmonton, AB, specializing in facilitating the buying and selling of businesses. With a team of experienced professionals, they provide expert guidance and support to clients navigating the complex process of business transactions. Generated from their business information