Financial Planning

Financial Planning

Financial Planner
in Fort McMurray

At Pinkney Financial, we understand that financial planning can often seem overwhelming, our financial planners are here to help. Whether you’re preparing for retirement, saving for your children’s education, or navigating the complexities of investments, our team is here to guide you every step of the way. Located in the heart of Fort McMurray, Alberta, we pride ourselves on offering personalized financial solutions tailored to meet your unique needs and goals. Join our clients in trusting Pinkney’s professional financial planners to tend to your investments.

Husband and wife with financial planner in fort mcmurray

Our Financial Planning Services in Fort McMurray:

  1. Retirement Planning: We’ll help you create a comprehensive retirement plan that ensures you can enjoy your golden years without financial stress.
  2. Investment Management: Our experts will develop a personalized investment strategy to help you grow your wealth while minimizing risks.
  3. Education Savings: Planning for your children’s education? We’ll assist you in setting up the right savings plan to secure their future.
  4. Tax Planning: Minimize your tax burden and maximize your savings with our strategic tax planning services.
  5. Estate Planning: Ensure your assets are distributed according to your wishes and minimize tax liabilities for your heirs with our estate planning expertise.
financial planner in fort mcmurray with calculator

Why Choose Pinkney Financial to provide you with financial planning services?

Experience: With years of experience in the financial industry, our team has the knowledge and expertise to help you achieve your financial goals.

Personalized Approach: We understand that every individual has unique financial needs. That’s why we take the time to understand your situation and tailor our services accordingly.

Transparent Communication: We believe in open and transparent communication. You can trust us to provide honest advice and guidance every step of the way.

Local Presence: As a proud member of the Fort McMurray community, we are committed to serving our neighbors and helping them secure their financial futures.

Comprehensive Services: From retirement planning to estate planning, we offer a wide range of services to address all aspects of your financial life.

Frequently Asked Questions (FAQ)

Financial Planning

Financial planning involves assessing your current financial situation, setting goals, and creating a roadmap to achieve those goals. It includes budgeting, saving, investing, retirement planning, tax planning, and estate planning. A trained financial planner will review each of these areas with their client.

The range of services offered by financial planners typically includes retirement planning, investment strategy, tax planning, estate planning, cashflow strategy, risk management and insurance advice. Understanding the scope of services helps individuals determine if a particular financial planner can meet their specific needs.

Understanding the fee structure is crucial. Financial planners may charge fees in various ways, such as an hourly rate, a flat fee for a specific service, a percentage of assets under management, or commissions on products sold. At Pinkney Financial we will uncover life planning opportunities and collaborate with professional consultants in financial planning to develop a customized wealth plan and risk management for gaps. Any fees would be built into the products that are purchased for comprehensive wealth management.

Financial planning is important because it helps you take control of your finances and work towards your goals. It can help you save for retirement, pay for your children’s education, buy a home, and achieve other financial milestones. Contact us today to schedule a consultation with a financial planner.

It’s a good idea to review your financial plan annually or whenever there are significant changes in your life, such as getting married, having children, changing jobs, or receiving an inheritance.

The types of investments we recommend depend on your risk tolerance, time horizon, and financial goals. We offer a wide range of investment options, including stocks, bonds, mutual funds, ETFs, and more.

Yes, we offer financial planning services for small businesses, including retirement plans, employee benefits, and business succession planning.

Getting started is easy! Simply contact us to schedule a complimentary consultation with one of our financial planners. During this meeting, we’ll discuss your financial goals and how we can help you achieve them.

Contact Us Today!

Ready to take control of your financial future? Contact Pinkney Financial today to schedule your complimentary consultation. Let us help you achieve your goals and secure a brighter tomorrow. It all starts with a great financial plan.

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

For 26 years Pinkney Financial Services has been a very important part of my financial future. I’m most grateful for everything they have done for me over these many years.
Frances Burke
Retired Edmonton Public Teacher

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


Phone: 780-743-4368