Creating a Brighter Future
For Tomorrow
SBD Wealth & Legacy
Certified Divorce Financial Analyst Services
Create a Brighter Future
For Tomorrow
SBD Wealth & Legacy
Certified Divorce Financial
Analyst Services
Your Trusted Financial Advisors with a Family-Centric Approach
With 20+ years in the financial industry, distinguished not only by extensive expertise but also with a dedication to community, family values, and business integrity.
Based in Edmonton, Alberta, the firm services and is expanding across Canada and the US with a focus on guiding families and individuals through the intricacies of wealth management and legacy planning. The agency has an unwavering commitment is to build a legacy of financial security and success for every client.
Your Financial Future, Our Expertise
Wealth Accumulation
Plan for secure retirement with expert pension advice tailored to your unique situation.
Debt Management
Get rid of bad debt with a plan to manage and consolidate your loans.
Tax Efficiency
Maximize your investments with strategic advice on how to use tax-sheltered investment accounts.
Estate Planning
Ensure the transfer of your estate is fair and efficient as you pass on your legacy.
Health and Life Coverage
Guard your loved ones against the financial effects of disability or death with a secure comprehensive policy.
Divorce Navigation
Ensure financial fairness during life’s difficult chapters.
