The Financial Strategist
The Financial Strategist offers personalized wealth management, retirement planning, and financial planning services with a free initial consultation. They also provide funeral concierge and will preparation services.
- Emphasis on tax & financial planning
- Free initial consultation
Strong fit for tax & financial planning.
The Financial Strategist offers personalized wealth management, retirement planning, and financial planning services with a free initial consultation. They also provide funeral concierge and will preparation services.
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
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 Cold Lake families.
In their own words.
“I recommend them for your life insurance or any other insurance needs”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Cold Lake providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| The Financial Strategist · this provider | 1 | 5.0 | Tax & Financial Planning |
| Grey Wowk Spencer LLP | 88 | 3.9 | — |
| Bailey Coats Mortgage Broker (The Mortgage Centre Elite - Cold Lake & Bonnyville) | 47 | 5.0 | — |
| Todd & Drake LLP | 41 | 3.7 | — |
| Lakeland Law Group | 38 | 3.3 | Wills & Estates |
| Fairstone | 23 | 4.5 | — |
Based on Google review counts and ABSeniors data for legal & financial in Cold Lake. Verify current details with each provider.
Let ABSeniors rank your top matches.
Answer six quick questions about your situation and we'll score every legal & financial provider in Cold Lake — then show you the ones to call first, with the reasons why.
Get my top matches →Is this your business?
Claim this listing to add photos, description, and your website.