YourWealth Advisory / iA Private Wealth - Edmonton, Alberta

Paul M.

When I retired about five years ago, we approached AJ and his team, who came recommended by a good friend. We needed to consolidate our various retirement savings accounts and make sure the funds were invested in products that matched a lower appetite for risk during our retirement years. We also wanted to make sure potential returns would meet our requirements. AJ’s team has put such a portfolio in place. They have been very attentive to our needs and informative as to the products in our portfolio. Their services have helped us feel more prepared for retirement and confident that funds will be available when required.

Scott J.

I have worked with AJ for a number of years and have been happy with his expertise. They have always been available when I needed them and often checked up on me. They helped me create a nice portfolio.

Dilip D.

I have been with AJ for over a decade. Although his company name changed a few times, he has provided excellent service for me and my family. He has managed our investment portfolio very well through Good times as well as Bad times. I will recommend him to anyone who is looking for a Financial Advisor.

Leigh P.

I cannot recommend AJ highly enough! From the very first meeting, it was clear that AJ is not only incredibly knowledgeable but also genuinely passionate about helping his clients achieve financial success. His expertise in money management is second to none, and AJ has a unique ability to break down complex financial concepts into simple, actionable steps.

What truly sets AJ apart for me is his personalized approach. He took the time to understand my financial goals, risk tolerance, and long-term aspirations, crafting a tailored strategy that perfectly aligns with my needs. Whether it’s investment planning, retirement savings, or tax optimization, AJ has consistently provided sound advice that has given me peace of mind and confidence in my financial future. AJ is always accessible, super responsive, and proactive in keeping me informed about market trends or any adjustments needed in my portfolio. His transparency and honesty have built a level of trust that is truly invaluable to me.

Thanks to AJ, I’ve seen significant growth in my investments and feel more in control of my financial journey. If you’re looking for a financial advisor who is professional, trustworthy, and genuinely cares about your success, look no further. AJ - simply the best!

David G.

Great team! I have been working with A.J and his team for about two years now, and they are the best in the business. Always courteous, quick to respond and are professional. Most importantly, they really take the time to get to know their clients and deliver wealth management strategies that support and help them achieve their financial goals. Highly recommend!

merv M.

I have been working with A.J and his team for well over 10 years, I find him very family orientated and really want's to know his clients as well as deliver wealth management strategies to achieve their financial goals be it just starting out or being a savvy investor.
I highly recommend A.J. and his team for all your financial needs.

claire B.

I moved my finances to AJ about 1.5 years ago following some significant life changes and a few years of him trying to convince me to do so. So far, my investments are preforming very well, and AJ and his team are always available and ready to help. AJ is very knowledgeable.

Scott H.

I recently had the pleasure of working with A.J. and I couldn't be more satisfied with the experience. From our first meeting, it was clear that he genuinely cares about his clients and takes the time to understand their unique financial situations and goals.
A.J. provided invaluable insights and personalized strategies that have helped me navigate my investments with confidence. He is incredibly knowledgeable and stays up-to-date with market trends, which has been crucial for my financial growth.
He is always available to answer my questions, no matter how small, and he truly makes me feel supported throughout the entire process.
If you're looking for a dedicated and skilled financial advisor, I highly recommend A.J. and his team.