Our Services

We have a service first culture. What does this mean?

We work for you first.

The key to our Service First approach has been getting to know our clients thoroughly before making any recommendations.

At Strategic Financial the relationship we have with our clients is extremely important to us.

As part of our commitment to a Service First culture, our recommendations are based on matching what you say to the most suitable selection of services and products available.

Our goal is to provide our clients with sound financial advice, ensuring that their tomorrows are protected and planned for, starting today. As you get to know the team at Strategic Financial you will soon discover that we offer all the financial services you and your family will most likely need regardless of your situation and stage of life.

We are proud to offer a wide range of investment, insurance, financial planning and wealth creation services, both as a team and in partnership with other firms:

• Life Insurance options
• Disability Income Protection
• Long Term Care and Critical Illness Insurance
• Corporate Group Insurance and Benefits
• Investment advice · Wealth Creation strategies
• Taxation advice
• Financial Planning
• Estate Planning
• Business Estate Planning
• Multi-generational Planning
• Will Planning and Development
• Pension, Group and Individual Planning

• 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