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Strategic FinancialOur Professionals

Darrell Starrie, CFP, PRP, CLU, CH.F.C
Senior Investment Advisor and Director, Private Client Group
Phone: (780) 488-2644
Email: dstarrie@dundeewealth.com

Darrell entered the financial services industry in 1976. Establishing his own company in 1981, Darrell and his team have provided comprehensive financial planning to business owners, professionals and families for over a quarter of a century.

Today, as Senior Investment Advisor of Financial Concepts, and its estate planning subsidiary, Dataplan Consultants Ltd, the scope of services provided ranges from wealth creation and investment management, to estate, and financial planning with a specialty in retirement income planning. The firm’s goal is to prepare families financially for retirement. Through a unique “lifeline” planning process, all areas of a client’s financial future are addressed.

This comprehensive “client-centered “approach results in a tailor-made financial plan that will help people to achieve financial peace.

Darrell continues to teach seminars on retirement, estate and financial planning throughout Alberta, and is a frequent guest speaker on these topics.

Darrell has had many affiliations including:

  • President, Alberta Chapter, Canadian Association of Financial Planners (CAFP) and Past President, Northern Alberta Chapter
  • Director-at-Large, Canadian Association of Pre-Retirement Planners (CAPP)
  • Past Vice-President, Canadian Association of Pre-Retirement Planners (CAPP)
  • Investment Funds Institute of Canada (IFIC)
  • Canadian Association of Insurance and Financial Advisors (CAIFA)
  • Agent Advisory Committee for Cartier Partners Financial Services
  • Sales Advisory Council for Cartier Partners Financial Group
  • Estate Planning Council of Edmonton

 

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

 

 

 

Note: 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