Planning Process

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MAPPING YOUR FINANCIAL SUCCESS

New Quadrus Statement Format

Quadrus Investment Services is introducing a new format of statement, designed to show how your investments are doing in a clear and simple way. Take a video tour of the new statement and contact us if you have any questions.

Enjoy the life you want today. Plan for the future you want tomorrow.

The first step is a financial security plan with the right advice. Households with a plan are more likely to:

 Have enough money to live the life they want (61% compared to 31% with no financial plan)

 Be able to take an annual vacation (74% compared to 44% with no financial plan)

 Have enough money for splurges (65% compared to 31% with no financial plan)

Increasing your financial assets in this way can be as easy as having the right advice. Did you know that households are more likely to accumulate 1.58 times more financial assets after working with a financial security advisor for only four to six years, compared with otherwise identical non-advised households? And this number can grow to 2.73 times more assets after 15 years!

Integrated, professional financial advice will help ensure you're making the best decisions to grow your wealth and meet your goals.
Achieving your financial goals doesn't "just happen", but it does happen if you have the right plan and support. At Edmond Financial Group, we believe in getting results, and our team of professionals has the knowledge, the vision and the experience required to get them.

Start living the life you want and prepare for the life you dream of.

Watch a video about the value of advice.

Highlights

Minimize Your Taxes

Twenty-two tax tips

Unsure about recent changes to Public Pension Plans?

See Changes to the CPP and Changes to the OAS.

Federal Budget 2016

Federal Budget 2016 - Overview
Federal Budget 2016 - Life Insurance

Seniors' School Tax Rebate

The Seniors' School Tax Rebate could mean savings for you. If you're 65 or older and pay school tax on your home, you can apply for the Seniors' School Tax Rebate.

Group Benefits

Is your organization looking to establish a Group Benefits Plan for employees nationwide? Edmond Financial Group is uniquely positioned to be able to meet your needs. Contact us to find out why.

We Have EV Charging Stations

Edmond Financial Group has two EV charging stations that are open to the public for vehicle charging between 6 p.m. and 2 a.m. weekdays and all weekend long.

Associatons

  • Advocis
  • Financial Horizons
  • Financial Investments Western
  • Quadrus

 Mutual Fund and Fixed Income Investments provided through

 Quadrus Investment Services Ltd.

 Quadrus Investment Services Ltd. and design, Quadrus Group of Funds, invest@Quadrus and Fusion are trademarks of Quadrus Investment Services Ltd. used with permission by The Great-West Life Assurance Company.

 Distributor for The Great-West Assurance Company.

 Edmond Financial Group is a member of The Financial Advisors Association of Canada.

 Edmond Financial Group is a proud member of the Winnipeg Chamber of Commerce.

 Equity Market Weekly Review is provided by Fidelity Investments.

ABOUT edf

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Personal

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