CBA Wealth
Financial Planning & Advisory


Financial Planning & Advisory


Simple, insightful wealth planning

Whether you’re building a business or growing your family’s future, your financial needs are as personal as your path in life. Your career, home, travel goals, desired retirement lifestyle—seemingly endless decisions affect your wealth, today and decades down the road.

Our independent advisors will work closely with you to craft a comprehensive plan, designed to simplify the journey ahead. We’ll help you create clear, actionable goals that will achieve your full financial potential.




Suite 305, 9622 42 Avenue
Whitemud Business Park, Bld #2
Edmonton, AB T6E 5Y4

Toll Free: 1 (866) 369-2299
Phone:  780-440-2299
Fax:  780-440-3477


Our Services

financial planning

Whether it’s setting lifestyle goals or creating personalized strategies, our Certified Financial Planners always offer insightful advice.

tax planning & Preparation

Income taxes play an essential role in your financial health—our planning and preparation sessions uncover your optimal tax savings.


Evaluating your goals and needs, we recommend a diversified investment position that enhances your long-term rate of return.

group benefits

Working with firms both large and small, we closely tailor group benefit plans to your employees’ needs and lifestyles.


Because we’re independent brokers, we offer fully customized insurance plans, along with the best rates on the Canadian market.

divorce planning

Our Certified Divorce Financial Analyst offers specialized expertise to assist those going through divorce and other family transitions understand their financial situation and future needs.


Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.
— Pablo Picasso


Let’s grow your financial future.

Tell us a bit about your financial needs below, and we’ll call or email you back promptly to schedule an appointment.

Name *
Please do not include confidential or sensitive information in your message.