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Services — Investment Planning

Investments that fit your goals — not someone else's quota.

As an independent advisor registered with Keybase Financial Group, I provide objective investment guidance with access to a wide range of mutual funds, GICs, and bank products — without the pressure of sales targets or bank commissions.

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Investment Planning Edmonton Alberta
What's Included

How I can help with investment planning

As an independent, fee-only advisor registered with Keybase Financial Group, I provide objective investment guidance with access to a wide range of mutual funds, GICs, and bank products — without the pressure of in-house sales targets or bank commissions.

✓  Asset Allocation ReviewPortfolio structuring that matches your risk tolerance, timeline, and goals — not a generic balanced fund.
✓  Independent Mutual Fund AnalysisAccess to a wide range of funds through Keybase Financial Group — selected for your situation, not for commission.
✓  GIC Laddering StrategiesCapital preservation strategies using GIC ladders — predictable income as part of your overall retirement plan.
✓  Account OptimizationRRSP, TFSA, RESP, and non-registered accounts — each holding the right investments for maximum tax efficiency.
✓  Investment Fee AuditAre you overpaying in MERs? A 2% MER on $300,000 costs $6,000 per year. We review what you're paying and whether you're getting value.
✓  Plan CoordinationInvestment decisions coordinated with your overall financial, retirement, and tax plan — so everything works together.
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Who This Is For

Is this right for you?

  • Alberta investors who want to understand what they own and why
  • Anyone paying high mutual fund fees and wondering if there is a better approach
  • Those ready to invest seriously for the first time
  • Clients who want investment decisions coordinated with their tax and retirement strategy

Not sure if this applies to you? Book a free call — we'll figure it out together.

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Common Questions

Frequently asked questions about investment planning

Through Keybase Financial Group, I have access to mutual funds from major Canadian and global fund companies, GICs, and bank products. I recommend what is appropriate for your situation — not what pays the highest commission.
The Management Expense Ratio (MER) is the annual fee charged by a mutual fund. A 2% MER on a $300,000 portfolio costs $6,000 per year. Many Alberta investors are paying more than necessary. I help you understand what you are paying and whether you are getting value.
It depends on your current Alberta tax bracket and your expected tax rate in retirement. Generally, RRSP is best when you are in a high bracket now and expect lower income in retirement. TFSA is best when your tax rate is expected to stay the same or rise. I model this specifically for you.
GICs have an important place in a diversified portfolio, particularly for capital preservation. With interest rates having risen significantly from historic lows, GICs are more attractive than they were for years. A GIC ladder can provide predictable income as part of your overall Alberta retirement strategy.

Ready to see what your money could do?

Book a free 20-minute exploratory call — no pressure, no jargon, no obligation.

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