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RGA Financial
Expert financial planning and investment strategies for a secure future in Edmonton.
5
Business
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Expert financial planning and investment strategies for a secure future in Edmonton.
RGA Financial is a trusted financial advisory firm in Edmonton, offering personalized financial planning, investment management, and tax services. With decades of experience, the team provides expert guidance to individuals and families, helping them achieve long-term financial security and optimize their investments. Known for their professional, approachable, and thorough approach, RGA Financial builds lasting relationships with clients to navigate life changes and retirement planning.
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Personalized investment advice to maximize returns and minimize tax implications, tailored to your financial goals.
Comprehensive retirement strategies to ensure financial security and peace of mind for your future.
Expert tax advice and annual check-ins to optimize your financial position and compliance.
Guidance on life, health, and other insurance policies to protect you and your family.
Regular reviews and adjustments to your financial plan to adapt to life changes and market conditions.
Claim RGA Financial to update business info, respond to reviews, and access analytics.
Overall rating
Kate Talbot
I wanted to write about my experience with Taylor Zimmerman at RGA Financial, as I couldn't ask for better service and advice. When I showed up at Taylor's office many years, newly divorced and a single mom of small children with little income and significant concern about my and my children's future. Taylor, not only listened to my story, but provided me wonderful and enduring advice of handling of insurance at that moment. Fast forward to significant improvement in my financial position, Taylor has consistently knocked it out of the park with advice of about additional insurances and investments both personally and professionally putting me in an excellent current and future financial position. I have recommended him to many friends and colleagues and will continue to do so. Thank you so much, Taylor for your time, knowledge and patience.
Bob Ascah
My wife and I have been Ron's clients for about thirty years. We are very satisfied with both the tax services and the annual financial check-ins. Our family members have also used his services and also have been fully satisfied.
Ann Barnes
Ron thoroughly explained the investment strategy he recommended for me in terms that I understood. He is approachable, extremely knowledgeable and guides me in a professional yet friendly manner. Highly recommend.
Barry Close
Trustworthy, Professional, Awesome! We have worked with the advice from RGA for over 25 years and in that time they have helped us greatly in managing our finances and retirement planning.
Chloe Onofrychuk
We booked an appointment with Ron to review our investments and work on our financial plan. Ron is very knowledgeable and took the time to review our options and clearly explain a strategy to maximize our investments and minimize any tax implications. He was very thorough and took the time to review everything, answer our questions and make sure that we understood it all. I'd definitely recommend Ron for financial planning.
