Capital Edge Financial Planning - Edmonton, Alberta

Capital Edge Financial Planning

Capital Edge Financial Planning est une entreprise de planification financière basée à Edmonton, au Canada. Situé à l'adresse 21143 48 Ave NW, Edmonton, AB T6M 0G2, cette entreprise est spécialisée dans les services de planification financière, de conseil financier et d'assurance.

Capital Edge Financial Planning est un nom à part dans la planification financière. Ils sont connus pour leur approche personnalisée et leur engagement envers les clients. Les clients apprécient l'attention portée à leurs besoins spécifiques et la capacité de l'équipe à les guider vers des décisions éclairées.

En plus de leur expertise en planification financière et en conseil, Capital Edge Financial Planning propose également des services d'assurance. Cela permet aux clients de bénéficier d'une gamme complète de services financiers sous un toit.

L'entreprise est accessible et accueillante pour toutes les personnes, y compris celles en fauteuil roulant. Des places de parking et des toilettes accessibles sont disponibles, reflétant leur engagement envers l'inclusion.

Les avis clients sont très positifs, avec une moyenne de 4,9 sur 5 sur Google. Les clients apprécient la communication claire, la compréhension des besoins, et le fait que l'équipe travaille main dans la main avec eux pour atteindre leurs objectifs financiers.

En somme, Capital Edge Financial Planning est une excellente option pour ceux qui cherchent une planification financière personnalisée et une approche complète de la gestion de l'argent. Avec leur expertise, leur engagement envers les clients et leur accès accessible, ils méritent vraiment d'être considérés.

Contactez Capital Edge Financial Planning pour un rendez-vous de planification financière et explorer comment ils peuvent vous aider à atteindre vos objectifs financiers.

Informations de contact

• Adresse: 21143 48 Ave NW, Edmonton, AB T6M 0G2, Canada.
• Téléphone: 7807613343.
• Site web: capitaledgefinancial.ca.

👍 Avis de Capital Edge Financial Planning

Natalia M.

5/5

Dave has been fantastic to work with! We have always used him for our insurance needs for our family business, and now as my father is stepping back and I am stepping in, Dave has been really patient with me as I familiarize myself with it all - always offering time to explain concepts and protocols, and understanding as I work though it.
He is also always looking out for the business, offering advice and input on how we can maximize the benefits and make everything more effective and efficient.
Highly recommend

Roxy S.

5/5

We are very pleased to have Dave and his team working hard for us to find the best deals and negotiate rates on our behalf.
We have made several modifications to our company group benefit plan and really appreciate him looking out for our best interest.
Plus they deliver the most amazing cookies at Christmas!

Elise B.

5/5

Dave provides such a safe space to unpack some of the shame I held around money. I felt small and scared for not having a better handle on my finances and he made me feel normal and supported and like there is hope!!! He is very organized and his years of experience made me feel confident in the choices I made for my personal financial plan. I highly recommend working with Dave on your finances no matter what stage of the game you are at.

Sherrie C.

5/5

Dave and Capital Edge Financial Planning are the best! I felt so understood and nurtured and Dave takes the time to listen and as well to explain components of finance that aren't as easily understandable. I feel confident in knowing my best next steps to realizing my goals and dreams. His financial analysis gave such eye opening information and put me a peace! Thanks Dave!

Amanda

5/5

We have been using Capital Edge for a couple years now and Dave has been nothing but wonderful to deal with. He is always helpful answering our questions and doing his best to get us the best rates for our small company. 10/10 would recommend.

Ashlyn B.

5/5

Excellent service as always!! Working with Dave I always feel confident and secure with whatever financial decisions I make, and he takes the time to make sure I understand and explain everything to me as necessary. He has excellent relationships with his clients just by communicating which I think is a very important skill to have so you can feel confident and comfortable when making your financial choices and trusting someone to help you with them. If you’re looking to do a house savings plan, retirement savings, etc. Then come here for great quality service!

Virginia

5/5

Dave delivered exceptional service with professionalism and precision. His attention to detail and clear explanations made the process seamless and reassuring. Highly recommended for reliable financial guidance.

Avril D.

5/5

Working with Dave is very easy. He is prompt, knowledgeable and personable, tailoring his financial plan to your specific needs and goals. He spent a lot of time designing and forecasting based on our initial meeting, and presented a very comprehensive package. Shortly after, our investments were made in time for the end of the year working under time constraint and Christmas holidays. I feel secure that I have the right person to manage our finances, and I truly feel he cares about his clients.