Edward Jones

Networth Asset Management Inc. is an independent financial services firm based in Calgary, Alberta, focusing on Values-Based Financial Planning to assist clients in achieving their True-Life Goals since 1995. By serving a select number of clients, they foster a close-knit community that emphasizes personalized financial strategies, succession planning, and the unique financial concerns of women. With a team of experienced advisors, including Certified Financial Planner Reagan Pflug, the firm is committed to aligning clients' financial objectives with their core values, providing clarity and peace of mind throughout the financial planning process. Their comprehensive approach includes regular progress meetings to celebrate achievements and adapt strategies in response to any life changes. Generated from the website

Whilplan Financial, located in Calgary, Alberta, specializes in personalized financial solutions designed to empower individuals and families to achieve their financial aspirations. Their comprehensive suite of services includes financial planning, investment tax planning, estate planning, and retirement planning, tailored to meet the unique needs of each client. With a commitment to guiding clients through the complexities of financial management, Whilplan Financial focuses on protecting investments, optimizing cash flow, and ensuring a secure legacy. Their team of seasoned professionals strives to create tailored strategies that align with clients' objectives and preferences, ultimately promoting financial confidence and clarity. Generated from the website

Investia Financial Services Inc., a wholly-owned subsidiary of iA Financial Group, offers a comprehensive range of mutual fund and segregated fund products designed to meet varying savings and retirement needs. The firm aims to provide tailored financial advice through a network of knowledgeable advisors, ensuring that clients can effectively navigate key life events and financial goals. With a focus on leveraging modern technology, Investia empowers its advisors to concentrate on delivering exceptional client service while accommodating a variety of financial products such as RRSPs, TFSAs, and retirement planning solutions. This commitment to supporting both advisors and clients exemplifies Investia's dedication to fostering financial success and peace of mind. Generated from the website