
From Wealth to Purpose
We help wealth creators preserve, transfer and grow their legacy through holistic financial planning. Our Edmonton based firm serves:
Business Owners & Entrepreneurs
Farming Families
Medical & Other Professionals
Families Navigating Inheritance

RGA Financial
Expert Guidance
Our team has met rigorous education and training standards in financial planning, investment management and accounting.
Relationship Focused
Your best interests are our priority. Our financial strategies are completely tailored to your circumstances. Clear, straightforward communication and a high degree of trust are at the heart of our client relationships.
30 Year History
We have established roots serving families in Alberta. Our history of succession and holistic financial services keep clients coming back.