Mapping Your Financial Success
We are a forward-thinking financial services company with a passion for sustainability and a commitment to helping make our community — and our world — a better place. Our mission is to provide the comprehensive financial planning services you need to help you reach your unique personal and corporate financial goals. We focus on getting results, and our team of professionals has the knowledge, the vision and the experience required to deliver them.
For more than thirty years, we have lived by the simple truth that people don’t care how much you know until they know how much you care. That is why we strive to provide superior personal service in a warm and welcoming environment — and why we are proud to always go the extra mile for our clients.
Let Edmond Financial Group plot a course for your financial success.
FOR INDIVIDUALS
Wealth Accumulation, Consolidation & Preservation
In addition to offering personal investment, retirement and estate planning advice, we can offer home purchase and vacation property management advice as well as tax-minimization strategies.
FOR INDIVIDUALS
Custom-Designed Insurance Solutions
We can recommend the disability, critical illness and life insurance solutions that will protect you and your family in the event of death or disability. We can also recommend the travel or health benefits plan that will work best for you.
FOR BUSINESSES
Group Benefits & Retirement Savings Plans
Group Benefits and Retirement Savings Plans can play a key role in helping you attract and retain quality employees, and we can help you set up the dental, health, Registered Retirement Savings Plan (RRSP), deferred profit sharing and pension programs that are right for you.
FOR BUSINESSES
Solutions for Business Owners
We can offer insurance strategies for protecting your business in the event of the disability or death of a partner or key employee, as well as recommendations for ensuring a smooth transition of the business to future generations and tax-effective strategies for how to get your hard-earned money out of your business.