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.

  • “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.”

  • “I couldn't ask for better service and advice. 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.”

  • "My wife and I have been clients for about thirty years. We are very satisfied with both the tax services and the annual financial check-ins."