Our goal is to provide you with the coverage and solutions that fit your financial situation, your life, and your story.
Come in for a coffee and let’s discuss the right direction for you.
Every story is unique. Your financial plan should be, too.
Holistic Financial Planning
Let’s look at the whole picture. Our team provides the financial acumen to ensure all aspects of your goals are addressed in your financial plan.
Let's start by looking at the six areas of your financial plan.
1
Cash Management
What is your cash position? Are you saving excess cash in an efficient way?
2
Investment Plan
Are your investments adequately diversified and aligned with your time horizon and risk tolerance?
3
Risk Management
Are you, your family, and your company protected in the event of illness injury, or death?
4
Retirement Management
What does your retirement look like to you? When you do retire, will you be ready?
5
Tax Plan
Are all areas of your plan considering tax efficiencies?
6
Estate Plan
What do you want to happen when you pass on your assets?
We can find your best path to success.
Insurance for Businesses
Cover the risks that matter most to you and your business. From tax & estate planning strategies to executive health savings plans, we have plans to ensure your business is protected.
Insurance for Families
Life doesn’t always play out the way that we planned. Let us help you protect your family and your wealth in the event of the unexpected. Whether it’s life insurance, critical illness insurance, or anything in between, we are here to help.
A little bit about me.
I first met the HGA team in 2005, where I began an articling position under Quentin Gardiner and Shawn Tully’s management. In 2009, I obtained my designation as a Chartered Accountant and moved into industry, specializing in corporate taxation.
In 2011, a close family member was diagnosed with a debilitating terminal illness. The careful financial planning and risk management measure that had been put in place allowed my family and I to care for our loved one with minimal financial worry.
The relief that this afforded us profoundly affected me, so I began assisting clients as a Financial Advisor in 2014 to help protect their families’ income to help them plan for their futures. I became a CERTIFIED FINANCIAL PLANNER in 2020 to further enhance the value I provide to clients.
My background in accounting and taxation gives me unique insight into a client’s financial position and proves to be a valuable asset in developing holistic financial plans and in choosing insurance solutions.
I look forward to forming meaningful and long-lasting relationships with my clients. Your story is unique to you, and we are able to help you choose solutions that fit your needs, your family, and your future.
Private Wealth Solutions
Brandi is a Private Wealth Advisor with Raintree Financial Solutions, a Private Capital Market Dealer headquartered in Edmonton, Alberta. As a Private Wealth Advisor with Raintree, Brandi feels she has aligned her efforts, values and desire to succeed for her clients with a Private Capital Marker Dealer that is motivated to enhance the investment landscape for Canadian investors.
For more information, please visit raintreeFS.com.
Your Trust, Our Financial Expertise
Let’s find the solutions that work best for you. Contact us to get started.