Our Edmonton clients come from diverse industries, but they share a common need: professional guidance to help manage increasingly sophisticated financial situations.
We regularly work with:
Alberta's tax environment offers distinct advantages, and making the most of them requires specific knowledge of how provincial and federal rules interact. We bring that knowledge into every engagement.
Active wealth management means more than producing a plan and handing it over. It means staying involved, staying current, and keeping your financial strategy working as intended.
Best suited for:
Fee-only financial planning is ideal for individuals seeking objective financial advice through a one-time engagement.
Best suited for:
Ongoing wealth management is designed for individuals and families seeking continuous financial advice and active portfolio management.
Typically includes:
Includes:
Worth knowing:
This is a one-time engagement. Ongoing portfolio management, tax coordination, and plan updates fall outside the scope. You receive the plan and manage implementation from there.
Worth knowing:
Your strategy remains coordinated and actively managed over time. You are not left navigating execution on your own after a single meeting.
Fee-for-service planning may suit you if:
Active wealth management may be a better fit if:
Edmonton’s financial environment rewards people who plan with intention. Between Alberta’s tax position, the concentration of business and energy wealth across the city, and the retirement decisions that follow high-earning careers, the stakes of getting it right are real.
We work with Edmonton clients in person and through secure video conferencing, and we serve Canadians across the country. Our approach accounts for Alberta’s provincial tax considerations, registered account strategy, and retirement income coordination within the broader Canadian financial system.
If active wealth management in Edmonton sounds like the right fit, we would welcome the conversation.
Not certain which model fits where you are right now? Many people start with a fee-only plan and find that ongoing coordination becomes the natural next step. If that resonates, a conversation costs nothing.
A search often begins with a fee-only planner, then shifts toward a need for ongoing coordination across investments, tax strategy, and retirement income. If that sounds familiar, a conversation is worth having.
Tetrault Wealth is a portfolio management team working for CG Wealth Management. We are fully covered by the Canadian Investor Protection Fund (CIPF) and are held to the regulatory standards set forth by the Canadian Investment Regulatory Organization (CIRO). In addition to satisfying regulatory requirements, working with CG Wealth Management allows Tétrault Wealth the benefit access to an extensive amount of financial market research to supplement the independent research done within the group.
