WELCOME TO PINKNEY FINANCIAL SERVICES

Wealth Management
& Financial Services

Providing Fort McMurray with financial services for nearly 30 years. Our commitment is to support, protect and advance your financial goals. Our services include investments, pension transfers, retirement options and more. 

Proudly Serving Fort McMurray Since 1995

Investments & Retirement options in Fort McMurray

Pension Transfer & Investments
in Fort McMurray

Investments & Savings

Financial strategies aimed at growing wealth and securing future financial stability. Allocate money towards various financial investments with the objective of generating returns or preserving capital.

Retirement & Pensions

Provides financial support to individuals after they have completed their working years. It is designed to ensure a stable and secure income during the retirement years.

Business & Benefits

Business insurance safeguards a business from unforeseen financial losses. Group benefits for your business allows freedom to select a range of options for employee's well-being and financial security.

Life Insurances

Life insurance provide financial protection and support to loved ones in the event of the policyholder's death. Disability insurance safeguards income if the insured is unable to work due to illness or injury.

Client Reviews

For nearly 30 years Pinkney Financial Services has been providing Canadians with financial management, helping their clients to a more secure retirement.

Client Reviews

Excellent Communication

“My portfolio performance has been nothing short of amazing and the dedication that you and your team put in is over and above what I ever expected…Excellent communication, always available, and always on top of the markets. I appreciate you ensuring that I am kept informed.”

– Brad Goodyear

Professional Service

“I have never had better service from any financial company in my life.
I cannot give high enough praise for the professional efficient and client orientated services.”

– Dr. Marius Conradie

additional INFORMATION

Schedule an Appointment or Require More Information

Click the link below to book an appointment or give us a call at 780-743-4368

RESP

Registered Education Savings Plan (RESP): A RESP is a savings plan for your children’s post-secondary education or training. It is tax-deferred, and the government will match a percentage of your contributions, up to $7,200 per child.

RRSP

Registered Retirement Savings Plan (RRSP): A RRSP is a tax-deductible savings account designed for your retirement. It is tax-deferred and investment-eligible. It is one of the best retirement savings vehicles available to Canadians.

RRIF

Registered Retirement Income Fund (RRIF): A RRIF is a continuance of a RRSP, allowing you to withdraw regular income in retirement while maximizing tax deference.

TFSA

Tax-free savings account (TFSA): A TFSA lets you save money for any purpose. Your investments can grow tax-free to a certain limit, you can make withdrawals at any time without paying tax, however,

LIRA

Locked-in Retirement Account (LIRA): A LIRA is designed to hold the pension from a former employer. It is an investment vehicle and it’s main benefit is to defer taxes until retirement.  LIRAs have terms and conditions.

LIF

Life Income Fund (LIF): A LIF is a continuance of a LIRA, allowing you to withdraw funds in retirement while maximizing tax deference.

Mutual Funds

A mutual fund is an investment product offered by an investment company that pools contributions from investors and invests these proceeds into a variety of stocks, bonds, and other investment products managed by a professional money manager.

Segregated Funds

Known as “Seg Fund” or “Seg” is an insurance product offered by Insurance companies and is equivalent to a mutual fund. Upon death, the beneficiaries will receive the funds tax-free, probate-free, and there is a guaranteed amount returned.

Stocks

Stocks are an investing product where you own a share or equity of ownership interest in corporations of a publicly traded company. By owning a stock, you own a share of that company’s earnings, assets, and liabilities.

Guaranteed Interest Options

Guarantee the principal and interest rate for a set period of time, safeguarding your hard-earned money from changes in the market. An insurance product with the option for a name beneficiary

Life and Term Annuities

Insurance contracts that provide you with regular payments for either a fixed period or for the rest of your life. This can facilitate you to meet your financial needs during retirement.

Business Investments

Businesses in Canada can invest their capital in various ways, similar to how individuals can invest.
 
 
Twin Tax by Pinkney

Tax & Accounting Services

At Twin Tax by Pinkney we provide reliable tax & accounting service to help your firm thrive & stay compliant.
Offering professional tax preparation for both personal and small business income tax.

Located in the heart of downtown Fort McMurray, next to City Hall

9903 Franklin Avenue, Unit A, Fort McMurray, AB T9H 2K4

Proudly Serving Fort McMurray Since 1995

schedule an appointment

Get Started Today

Give us a call or submit an appointment request and we will get back to you as soon as we can.

Our location

Pinkney Financial Services
9903 Franklin Avenue, Unit A
Fort McMurray, AB T9H 2K4

Opening Hours

Mon - Fri: 8:00am-5:00pm
Weekends by Appointment

Contact

Phone: 780-743-4368

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