IG Wealth Management - CRAIG TRAVERSE, BA Econ., CFP, RRC
Traverse Associates Wealth Management, led by CFP Craig Traverse, is a boutique practice serving select clients in Alberta and Saskatchewan with expertise in retirement planning, tax planning, estate and legacy planning, and business succession planning. The firm emphasizes compr
- Emphasis on tax & financial planning
Strong fit for tax & financial planning.
Traverse Associates Wealth Management, led by CFP Craig Traverse, is a boutique practice serving select clients in Alberta and Saskatchewan with expertise in retirement planning, tax planning, estate and legacy planning, and business succession planning. The firm emphasizes comprehensive financial strategies for pre-retirees, retirees, business owners, and affluent families, with over 30 years of combined experience.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Lloydminster families.
Lloydminster, AB
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