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Anything is possible when you
manage your money the right way

Your local wealth management
team with a global perspective

We put together every aspect of your financial puzzle
so you have a clear picture of your wealth.

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Wealth Management

Anything is possible when you manage your money the right way. With personalized advice for your family’s unique needs, you can be liberated to focus on what truly matters to you.

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Strategic Planning

Our BPM Bridging Process challenges the way your wealth is managed, ensuring discipline and risk management are at the forefront. Our plans are fluid and dynamic. As your life unfolds, so will your needs.

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Legacy Growth

Our entire practice is dedicated to aligning your family’s vision with a strategic plan, allowing you to build, protect and manage your wealth, establish your legacy and share your values with future generations.

Are you getting enough from
your current wealth planning?

What Our Wealth Management Clients are Reading

We are committed to providing our Edmonton wealth management clients with
the latest strategies, news, & trends in wealth planning and management.
Wealth Management Edmonton
Resources
October 4, 2018

Protected: Tax-Free Savings Accounts (TFSAs)

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Resources
September 14, 2018

Now and Then

By Dave Goetsch Dave Goetsch, Executive Producer of The Big Bang Theory, reflects on his…
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Resources
August 27, 2018

Market Averages Don’t Matter

Financial planning for retirement Let’s face it. The financial services industry as a whole has…
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The Esposito Team has cracked the code for building and maintaining meaningful relationships on a personal and financial level. They do not try to be all things to all people, they strive to be all things for their clients. This is evident by the number of multigenerational relationships they have built with their clients, through trusted relationships.

Marci F.Business Advisor

As a young Entrepreneur, it was hard for me to invest in assets that I do not directly control. Over two years ago, I brought a substantial portion of my liquidity to McKenzie and the team to look after. He brought me the vision of having my money work hard for me outside of my day-to-day business. It was never about how can we get rich quick, but an understanding of goals and risk parameters that gave me the security to move forward. Whether the call I make is about $5, $50,000, or $500,000 it is always answered, then handled so I don’t have to think about it. It is comforting to know my hard earned dollar is valued and that the team is there for me as I continue to grow

Mark M.Business Owner

I've always been quite conservative with my money, never feeling very comfortable with entrusting my hard earned money with someone else. However, that was placed to rest when I finally decided to put my money to work and met with the team. I can tell from the meeting that they appreciated the value of a dollar, and took the time to listen to my concerns and conservative nature. Moreover, it was not long before I felt comfortable and signed up with a large portion of my life savings. I can tell you now, that I am grateful I did. Friendly and easy to deal with, and always keeps in contact which makes me feel like a part of the team!

Chris M. P.Eng
Learn More About Esposito Advisory Team