TD Financial Planner

Raymond James in Okotoks, AB, specializes in personalized financial planning and comprehensive wealth management solutions tailored to meet individual needs. Their experienced team is dedicated to helping clients navigate their financial journeys, whether for retirement planning, estate management, or business ownership. The firm offers an extensive range of services focused on protecting, building, and transferring wealth to ensure lasting legacies for families and businesses alike. With a structured process and analytical approach, Raymond James strives to align financial strategies with clients' specific goals and aspirations. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

Pivotal Financial, located in Calgary, AB, offers a comprehensive range of financial services tailored to both personal and business needs. Their expertise encompasses health and life insurance, group benefits, retirement solutions, and investment strategies, ensuring clients receive well-rounded financial planning and support. In addition to traditional financial products, Pivotal Financial emphasizes mental wellness and employee assistance programs, highlighting their commitment to holistic health and financial well-being. Their innovative approach includes resources for managing mental health, wellness programs, and personalized financial assessments to help clients navigate life's milestones effectively. Generated from the website