Metro Financial Planning

At Metro Financial Planning, we believe in a collaborative approach to financial planning, focusing on building lasting relationships with our clients rather than treating them as transactions. We believe in empowering our clients with financial knowledge and guiding them towards the future they envision.

Who We Are

Based in Edmonton, Alberta, Metro Financial Planning is a full-service financial planning company dedicated to helping individuals and businesses achieve lasting financial security. Our team of experienced professionals will work with you to identify your financial goals and develop a personalized plan to achieve them. We offer a comprehensive range of services that cater to diverse financial needs.

Our Services

We offer a comprehensive range of services to meet your unique financial needs, including:

Personal Financial Planning

• Investment planning & portfolio management
• Insurance planning & risk management
• Debt management and consolidation
• Retirement planning & estate planning

Personal Insurance Products

• Life insurance
• Health insurance
• Travel insurance
• Home and auto insurance

Business Planning

• Business succession planning
• Employee benefits planning
• Financial risk management

Our Approach

We believe in open communication and transparency throughout the planning process. We take the time to understand your individual situation, concerns, and goals to tailor our recommendations. We also provide regular progress updates and explain financial concepts in clear, easy-to-understand language.

Our Values

• Client-centricity: We prioritize your needs and goals in every decision we make.
• Integrity: We adhere to the highest ethical standards and maintain transparency in all our dealings.
• Empowerment: We believe in educating our clients and equipping them with the knowledge and skills necessary to make informed financial decisions.
• Transparency: We openly share all information and costs associated with our services.
• Sustainability: We advocate for responsible financial planning that promotes long-term financial security.

Join us on your journey to financial freedom!

Contact us today to schedule a complimentary consultation and learn how Metro Financial Planning can help you achieve your financial goals and secure your future.