Symphony Financial Solutions Inc.
Languages spoken: English
Area(s) served: Alberta, British Columbia and Ontario
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Your future, our priority
At Symphony Financial Solutions Inc., we understand that life can be busy. We also know that you shouldn’t wait to start planning for your future. My team and I are here to create a financial plan that will take your unique situation into consideration. Whether you’re a young family, professional, business owner or pre-retiree, we can help you reach your goals.
As a team, we think outside of the box. This helps us bring different ideas to the table when it comes to working on your financial plan. We’ll listen to your story and learn what you do. We’ll consider your needs and ideas and put them into a financial plan that will help you reach your goals.
Making a difference in people’s lives is what keeps us motivated. Nothing makes us happier than telling a Client they are on track to reach their goals.
We are located in Edmonton, Alberta and serve Clients from all over Alberta, British Columbia and Ontario. Contact our office if you’re ready to get started.
How we work: a simple, clear process
We know that working with an advisor can feel overwhelming, but we’re here to make it easy and stress-free. Here’s what you can expect when you work with us:
Step 1: Understanding you
We start with a conversation—no sales pitch, just a chance to learn about you. We’ll discuss:
✔️ Your current financial situation
✔️ Your short-term and long-term goals
✔️ Any concerns or questions you have
This step is all about listening. We want to understand your priorities before making any recommendations.
Step 2: Creating your personalized financial plan
After learning about your goals, we build a customized plan tailored to your unique situation. This may include:
✔️ Investment strategies to help grow your wealth
✔️ Risk protection with insurance solutions
✔️ Tax-efficient strategies to help keep more of your money
✔️ Retirement planning to help secure your future
We take a creative, out-of-the-box approach to find solutions that fit your life—not a one-size-fits-all template.
Step 3: Walking you through your plan
Once we’ve developed your financial strategy, we’ll sit down and explain everything in simple terms. No jargon, no pressure—just a clear breakdown of your options.
✔️ You’ll know exactly what’s in your plan and why.
✔️ We’ll answer all your questions and make adjustments based on your feedback.
✔️ You make the final decision on what steps to take.
Step 4: Putting the plan into action
Once you’re confident in your plan, we help you put it into motion. This could include:
✔️ Setting up investments and accounts
✔️ Implementing tax and insurance strategies
✔️ Adjusting plans as your life evolves
You remain in control every step of the way, and we guide you through the process to ensure everything runs smoothly.
Step 5: Ongoing support and adjustments
Financial planning isn’t a “set it and forget it” process. As your life changes, we’ll be here to:
✔️ Adjust your plan to match new goals and priorities
✔️ Help you navigate market changes
✔️ Help ensure you stay on track toward financial security
We’re not just here for today—we’re committed to your long-term success.
Ready to Get Started?
No pressure, no obligation—just a conversation about your future. Contact us today to book a free consultation.
Products and services
Health insurance products
Life insurance products
Saving and budgeting
Stay informed
See more articles1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Office information
