You've worked hard for your money, and at Shields Wealth Management Ltd in Edmonton, we are committed to helping make sound investments strategies. You're hard work should pay off, and we are committed to working with you to make that happen.Shields Wealth Management Ltd has been working with clients in the Edmonton community for over 30 years to minimize risk while maximizing profits. Our team is made up of a Certified Financial Planner and Chartered Life Underwriter with decades of experience in the finance industry. We can help with financial, tax planning, insurance plans, group benefits plans and more. Visit our website to find useful information and resources, and call us today to schedule an appointment with our financial advisers.
Services/Products
Estate Planning, Estate Management, Retirement Planning, Retirement Management, Wealth Management, Wealth Planning, Life Planning, Life Insurance, Illness Insurance, Financial Planning Services, Investment Tax Minimization, Insurance Analysis, Disability Insurance, Long Term Care Insurance, Critical Illness Insurance, Group Benefits Plans, Segregated Funds, Annuities, RRSP Planning, GIC's
Payment Methods
Not Applicable
Categories
Estate Management & PlanningEstate Management & Planning in ABEstate Management & Planning in EdmontonEstate Management & Planning in Northwest EdmontonManagement ConsultantsManagement Consultants in ABManagement Consultants in EdmontonManagement Consultants in Northwest Edmonton