Financial Planning Services

Share

|

Drayden Insurance is your one-stop service for all of your financial needs, not just your insurance needs. Edmonton and surrounding area advisors are professionally trained to advise on all aspects of estate and financial planning, and with eight locations in the Edmonton area, you’re sure to find one in your community.

Financial Advisors

From helping you figure out how to save for your child’s education to planning your retirement, a Financial Services Advisor can help you put together a road map to financial success. We’ll help you find money you didn’t know you had, and show you how you can put aside money without significantly changing your lifestyle. The Financial Services teams we have put together are well experienced financial advisors who always remember that you are in the driver’s seat of your finances. They’re just there to help you navigate the way.

Financial Services

The bank is not the only place in the Edmonton Area to go for financial services.  We can help you with many of the same financial products you would only expect to be available at the bank, for example mortgage insurance and life insurance. Five of our Drayden locations are even licensed with Alberta Registries, so you can register your vehicle and perform other provincial licensing functions with us.

Disability and Group Benefits

If you are looking for an employee group benefit plan for your business, Financial Services Advisors will help you find the most competitive rates and feature-rich benefit plans available. We will also help you at renewal time navigating through this sometimes complex area.

In addition to this we also have available personal disability and critical illness insurance, which can provide for you in case of the setback of a critical illness or injury.

Estate Planning

Planning for your retirement and your estate can go hand-in-hand, or you may wish to make changes to your estate planning strategy to accommodate changes in your life. However you choose to approach the sometimes complex issues pertaining to estate planning, any one of our eight Edmonton area offices have experienced financial planners just waiting to help you. All you have to do is pick up the phone and contact us to get started.