Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.
I have been in the financial and insurance services industry since 2005. I am originally from Halifax, NS and lived in that great city for 20 years. I played hockey all my life and following a four year career in the Quebec Major Junior Hockey League, I moved to Lethbridge to pursue my studies and play hockey with the Pronghorns. I graduated in 2005 with a Bachelor of Management degree and was fortunate to be recognized every year as a CIS Academic All Canadian while attending the University of Lethbridge.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
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At ScotiaMcLeod, our investment dealers are here for all your wealth management needs. Located in Lethbridge, we work with clients in the area, offer solutions for personal banking, insurance coverage and more. Plus, with our business banking services, we also work with corporate and institutional clients. Visit our website to find a branch near you!
Bal graduated with a diploma in Civil Engineering in 1969. After a rewarding career in the water resources engineering and water management for about 30 years, he has established a successful small business in the financial services sector; Life Insurance etc.
Money/Fax Inc. is Lethbridge's longest running life insurance brokerage firm. Unlike many firms, we represent over 20 different life insurance companies. This gives us the ability to shop the market for the most competitive rates for life insurance. The software we use allows us to generate quotes from these different companies in only a few minutes. We work for you to develop a comprehensive life and/or disability insurance option for your unique situation. We ensure that you are getting the most competitive rates. In addition, our team works hard to ensure that your experience with us is positive and pleasant If you are looking at life insurance, call us to set up a no-charge meeting in which we will review your situation and provide you with the most competitive quotes on life insurance.
The opening hours indicated are for our advisory service. Transactional service hours may differ. Find your branch on our website for our complete hours.