 Investments
Accumulate - Retain
Whether you are searching for ways to accumulate wealth, be financially secure in retirement or minimize estate taxes, we believe that planning is the first step toward achieving your goals.
We can create a customized investment program for you by discussing your goals, identifying your time horizon and assessing your risk tolerances.
We will regularly monitor your investment portfolio and, when appropriate, suggest changes to ensure it continuously meets your objectives.
|
|
Contact Us
|
| Edmonton |
Calgary |
- Hours of Operation:
- Monday-Friday 8:30am - 5:00 pm.
- Telephone: (780) 488-2644
- Fax: (780) 488-0844
- Toll Free: (800) 463-1852
- Suite 406, Capital Place
- 9707-110th Street
- Edmonton, Alberta
- T5K 2L9
|
- Hours of Operation:
- by appointment.
- Telephone: (780) 488-2644
- Fax: (780) 488-0844
- Toll Free: (800) 463-1852
- Suite 301 1100 8th Avenue SW Calgary, Alberta
|
|
Personal information provided by you is collected and used by Strategic Financial Concepts for the purpose of providing investment advice. This information remains confidential and not disclosed to other parties, except as may be required by law. Safeguards are in place to protect your privacy and by providing your personal information you are granting consent
Disclaimer
Except where otherwise noted, nothing in this site constitutes an offer to buy or sell products or services of Strategic Financial Concepts.or Dundee Wealth Management. Products and services are available only in jurisdictions where they may be lawfully offered for sale in Canada and are subject to the terms and conditions of any applicable agreements.
Nothing in this site is intended to constitute an advertisement or promotion of such products and services in other jurisdictions. This site and the information in this site are for general use only. They are not intended to provide you with any personalized legal, financial, accounting or tax advice.
They should not be used as a substitute for personal advice from a representative authorized to market products. Information provided in this site is believed to be reliable when posted and is subject to modification without notice.
Other sites accessible by hypertext links from this web site have been independently developed by others who have no connection with Strategic Financial Concepts.. Strategic Financial Concepts. does not endorse any of the products or services offered on any other site. |
