Personalized retirement and family financial planning with clear, easy-to-understand advice.
Comprehensive accounting services including QuickBooks integration, AR management, and monthly reporting.
Expert assessment of insurance needs to ensure adequate coverage without unnecessary costs.
Full back-office support to streamline administrative tasks and improve cash flow.
Assistance with tax filings and government reporting to keep your business compliant.
Red Seal Financial made our mid-year transition to QuickBooks Online effortless and stress-free. Their team's expertise, professionalism, and flexibility were exceptional. They accommodated our schedules seamlessly, ensuring a smooth process from start to finish. The attention to detail and proactive communication exceeded our expectations. We highly recommend Red Seal Financial for their outstanding service!
We are a very small IT company in Edmonton. As such, we don't have enough specialized people for all the business related tasks that need addressing, particularly accounting. When we approached Red Seal with our situation, we were in chaos and knew we needed help. David, along with his team of Justin and Brit attacked our issues head on with aplomb. Not only did they get our accounting in order and get us 'right' with the government reporting, they taught me a great deal on methodology to proceed with confidence going forward. Money well spent.
The Red Seal team has been great! We were way behind and they stepped in and took over our backoffice functions. They got our accounting caught up, worked with our clients to get our AR back under control, and have helped us get a way better understanding of our business. We now get monthly financial reporting, our cashflow is greatly improved with clients paying us in a timely manner, and we have a better handle on our margins. As business owners, we can focus on growth now vs. stressing out over administrative details.
My husband and I started working with Dawn and David a couple of years ago. My husband had recently retired and we were looking for some guidance and advice on financial planning. With David’s help and some financial tools we were able to see what our monthly spend was and where we could save by making changes in our day to day lives. We’ve continued to use these tools to keep us on track. When I inquired about additional insurance, Dawn reviewed what we had in place and assured me we were in good shape rather than selling us something we didn’t need. David and Dawn are always an email away for any questions or concerns that I have and I would (and have) recommended them to family and friends.
My husband and I worked with Dawn Vader from Red Seal Financial to get some financial planning advice for our family. We had never worked with a financial planner before and really appreciated the time she took to answer our questions. She was great at helping break down complex ideas into simple, easily understood concepts. She took the time to understand our situation and made recommendations that we were comfortable with. She even gave us time to digest the recommendations and so we were able to make decisions in our own time. Dawn Vader is a great financial planner and we would recommend her to anyone!
Your trusted partner for comprehensive financial planning and business accounting solutions.
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Red Seal Financial Ltd is a premier financial services firm in Edmonton, offering expert guidance in financial planning, accounting, and insurance. We specialize in helping individuals, families, and small businesses achieve financial clarity and security. Our team provides personalized solutions, from QuickBooks integration and back-office management to retirement planning and insurance reviews. With a 5-star rating and dedicated professionals like Dawn and David, we ensure stress-free transitions and proactive support for all your financial needs.
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