RF
RGA Financial
Planification financière experte et stratégies d’investissement pour un avenir sûr à Edmonton.
5
Business
$$$
Planification financière experte et stratégies d’investissement pour un avenir sûr à Edmonton.
RGA Financial est un cabinet de conseil financier de confiance à Edmonton, offrant une planification financière personnalisée, une gestion d’investissements et des services fiscaux. Fort de plusieurs décennies d’expérience, l’équipe apporte des conseils d’experts aux particuliers et aux familles, les aidant à atteindre une sécurité financière à long terme et à optimiser leurs investissements. Connu pour son approche professionnelle, accessible et rigoureuse, RGA Financial noue des relations durables avec ses clients pour les accompagner dans les changements de vie et la planification de la retraite.
Aucune photo disponible
Conseils d'investissement personnalisés pour maximiser les rendements et minimiser les implications fiscales, adaptés à vos objectifs financiers.
Stratégies de retraite complètes pour assurer la sécurité financière et la tranquillité d'esprit pour votre avenir.
Conseils fiscaux experts et bilans annuels pour optimiser votre situation financière et votre conformité.
Conseils sur les polices d'assurance vie, maladie et autres pour vous protéger, vous et votre famille.
Révisions et ajustements réguliers de votre plan financier pour vous adapter aux changements de la vie et aux conditions du marché.
Note globale
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.
Revendiquez RGA Financial pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.
