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SERVING CANADIANS FOR
OVER 25 YEARS

Our mission is to enrich the lives of our clients and community through sound financial advice, integrity and a commitment to service. To inspire our clients in making informed decisions through education, communication, and service that exceeds their expectations.

 

Why Choose Us?

Check Your Stocks
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MDRT
The premier association of Financial Advisors worldwide and James who is the top 3% has been a member for a number of years.

Advocis
The home of Canada’s Financial Advisors.

Meet the Team
We begin with an in-depth discussion of your current finances and objectives.






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Financial Services and Planning with YOU in mind

As one of the leading teams of Financial and Investment Advisors in Edmonton Moore Planning Group offer Financial and Insurance Planning, Investments for both family and corporate clients. Our team of professional Financial Planners work with both your pre and post tax dollars to maximize your insurance and investment needs and planning.

Our focus is simple but unique - building comprehensive financial plans with actionable recommendations and providing ongoing monitoring. To ensure you have adequate risk management measures in place to reduce the potential of unforeseen events in life having an adverse effect on your retirement and financial goals. To develop a financial strategy that will help guide you through your retirement years, realizing an active and exciting retirement, for when you are ready.


CORPORATE



Financial Plannning

Buy-Sell Agreements Templates

Key Man Insurance

Group Benefits

Succession Plans

Estate Transfers

Insured Retirement Plans

Leverage Strategies

Estate Planning

Wage Loss Protection

Life Insurance

 

FAMILY



Full Financial Planning

Investments

Registered Retirement Savings Plan

Registered Education Savings Plan

Tax Free Savings Account

Disability and Critical Illness Insurance

Mortgage Insurance

Retirement Planning

Estate Planning