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 services and will preparation assistance.
- 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 services and will preparation assistance.
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What they're known for.
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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.
Compare with similar Morinville providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| The Financial Strategist · this provider | 1 | 5.0 | Tax & Financial Planning |
| Capital Edge Financial Planning | 92 | 5.0 | — |
| McGuire Financial Group | 60 | 4.8 | Tax & Financial Planning |
| PL LAW | 56 | 4.4 | Wills & Estates |
| Morinville Rendez Vous Centre | 47 | 4.4 | — |
| IG Private Wealth Management | MacDonald & Associates | 30 | 5.0 | Tax & Financial Planning |
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