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Fort Mcmurray, AB
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financial advisors fort mcmurray ab

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1
Proudly serving Fort Mcmurray and surrounding area
780-215-1137
Whether you are purchasing a home, looking to transfer a mortgage or refinancing an existing mortgage to consolidate debt, I can help you find the best mortgage solution. I am available outside of normal banking hours, including evenings and weekends, to suit your schedule. Whether you are a first time home buyer or a seasoned homeowner, I am committed to making your mortgage experience comfortable and easy. A resident of Fort McMurray, I serve Fort McMurray and have a true understanding of the community. With over 6 years of service in the financial industry, I look forward to providing you with professional financial advice and exceptional customer service.
2
8540 Manning Ave, Fort Mcmurray, AB, T9H 5G2
780-790-2953
retirement, estate, financial planning, professional wealth management, stocks, bonds, mutual funds
3
780-799-7820
With more than 35 years of experience in the financial services industry, Nadine uses a hands-on approach when working with clients, meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal situations, family changes and ever evolving market conditions. A thoughtful, attentive advisor, Nadine’s underlying mission is to develop, implement and monitor appropriate plans for her clients based on their goals and risk tolerance. Nadine is dedicated to listening and assisting her clients in understanding and meeting their financial needs. Our Clients I work with a wide range of clients, individuals and families, those who are just starting out and those who have worked for years and are now thinking about retirement. My practice is located in the Fort McMurray area however, I work with families throughout Alberta and elsewhere. I do this by developing tailored independent financial strategies aimed at wealth accumulation, tax efficient income and ultimately retirement planning. Our approach is to focus on you as an individual, with unique needs. It starts with getting to know you and your family to understand your unique goals. Only then do I develop customized investment plans that may include a wide range of financial products. I utilize a mixture of mutual funds, ETFs, stocks and bonds. These products can be used in both non-registered and registered accounts such as RRSP, LIRA, LIF, RRIF and TFSA. Why Work With Us Your needs and financial goals are unique. That is why I am proud to be part of a firm that believes in fostering an environment focused on doing what’s best for each client we serve. This focus underpins everything I strive to be as a Financial Advisor. I build long-term relationships with my clients and I create customized plans based on independent advice to meet their individual investment goals. I know that different investors have different needs, so I never offer predetermined solutions. I make recommendations only after gaining an in-depth knowledge of your personal situation and with your best interests in mind.
4
780-531-9846
YOU CAN COUNT ON US! Taxfin and Accounting Services assists business owners and individuals in furthering their financial success by providing reliable and trustworthy financial guidance and services. With a highly educated team of accountants and bookkeepers, our esteemed accounting firm is recognized for its exceptional work! From corporate to private, Taxfin and Accounting Services provides peace of mind with stellar accounting and bookkeeping services. Call today for more information!
5
203a - 9707 Franklin Avenue, Fort Mcmurray, AB, T9H 2K1
780-790-0644
investment planning, retirement planning, tax planning, mortgages, cash management, insurance, estate planning
6
9709 Franklin Ave, Fort Mcmurray, AB, T9H 2K1
780-790-6622
7
102 193- 2ED AVE WEST QUALICUN BEACH, Fort Mcmurray, AB, B9K 2M5
250-594-2228
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8
780-790-6846
INVESTMENT ADVICE; INVESTORS, NEC
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