Capital Edge Financial Planning
Capital Edge Financial Planning in Edmonton provides comprehensive services to small business owners and individuals. With expertise in financial planning, insurance, and investment strategies, they aim to guide clients towards financial security. Their experienced team is dedicated to understanding client's unique needs and helping them achieve their financial goals.
Photos of Capital Edge Financial Planning
Services Capital Edge Financial Planning offers
Capital Edge Financial Planning offers a range of services to ensure your financial security:
- Insurance Protection
- Investment Planning
- Employee Group Benefits
- Retirement Planning
- Estate Planning
- Educational Savings
- Tax Strategies
- Cash Flow Management
Capital Edge Financial Planning business numbers & email addresses
Not available.
Location & directions
Visit us at Capital Edge Financial Planning in Edmonton. Easily accessible, we provide personalized financial solutions to help meet your goals.
21143 48 Ave NW, Edmonton, AB T6M 0G2, Canada
Service hours
| Tuesday | 8:30 AM–5 PM |
| Wednesday | 8:30 AM–5 PM |
| Thursday | 8:30 AM–5 PM |
| Friday | 8:30 AM–5 PM |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 8:30 AM–5 PM |
Capital Edge Financial Planning overview
Capital Edge Financial Planning, located in Edmonton, Alberta, specializes in delivering tailored financial solutions for both individuals and small businesses. Our focus is on building strong relationships with clients and offering transparent, easy-to-understand financial advice that aligns with their personal goals and needs.
Send letters & parcels
To send letters or parcels to Capital Edge Financial Planning, use standard mailing services and address them to our business location at 21143 48 Ave NW, Edmonton, AB T6M 0G2, Canada. Ensure that your correspondence is properly labeled to reach the intended recipient in our team.
Send a resume or CV
If you wish to send a resume or CV to Capital Edge Financial Planning, please mail your documents to our office address at 21143 48 Ave NW, Edmonton, AB T6M 0G2, Canada. Clearly mark your envelope with the intended department or person, ensuring it reaches the right hands.
Business highlights
- Rated 4.9 based on 58 reviews
- Over 25 years of financial planning experience
- Specializing in small and mid-sized businesses
Accepted payment methods
Customer experiences
Clients praise Dave and the team at Capital Edge for their professionalism and personalized service. With positive feedback highlighting their investment planning and insurance solutions, many have expressed gratitude for the clarity and confidence they have gained. Share your experience with us and help others make informed choices about their financial future.
P DI have entrusted Gold Investment Management (GIM) & Mr Jonathon Gold since 2007. Through the 2008 financial crisis GIM kept losses at a minimum & recovered before many of the other institutions even came close. The communication between GIM & their clients is second to none. Mr Gold does not take any investments lightly & has a solid financial background to assure the client is getting the best financial advice there is. He has a solid team working with him, & I would not hesitate to highly recommend GIM as an excellent investment Management Firm. Over my lifetime I have hired many different financial advisors/management firms, and by far GIM is the best.
Fred JohannesenAfter being with another advisor at CIBC for ten years with mediocre results, I opened up multiple trading accounts at GOLD Investment Management, both for me personally (and registered accounts) as well as for my investment corporation. I personally met with Jonathon at their nice offices downtown Edmonton. We discussed my long-term financial goals, and decided that I'd have a variety of accounts ... some that I was hands-off (fully managed), and some that I would instruct GOLD as to which stocks to hold. GOLD also arranged for some of these accounts to be Margin accounts, which fits my needs perfectly for occasional short-term cash requirements. The fees GOLD charges for account management, currency exchange, and the interest on the Margin accounts are extremely competitive. Overall, I give GOLD Investment Management 5 STARS so far!!
Andrew RichardsonGold has provided a first rate experience from years for both me and my clients. When I was unable to continue working as an advisor, I transitioned my clients to them. The results have been extremely positive and over 90% of those clients are still with them five years later. The fact that we have direct access to the portfolio managers is a huge advantage as well. If you are looking for a trustworthy manager as a client or an advisor, they deserve an honest look!
Fred FlinWith the many years that I have been working to improve my financial situation using various investment companies, I have found that GIM is the best I have come across. Mr Gold & his team have always kept my interests as a client first & foremost. Not only does GIM use sound investment strategies, but they also consider tax implications as well. With my close to two decades using GIM as my financial investment firm, I would not hesitate to recommend them to family and or friends.
FAQs about Capital Edge Financial Planning
What services does Capital Edge Financial Planning offer?
We offer a range of services including insurance protection, investment planning, and employee group benefits.
Where is Capital Edge Financial Planning located?
We are located at 21143 48 Ave NW, Edmonton, AB T6M 0G2, Canada.
How can I schedule an appointment?
Appointments can be requested through our website or by contacting us directly.
Who can benefit from your financial planning services?
Our services are ideal for small business owners and individuals seeking straightforward financial planning solutions.
How experienced is your team?
With over 25 years of financial planning experience, our team is well-equipped to assist with your financial needs.
