Hoffert Financial Service

Who we are

Hoffert Financial is a trusted financial planning firm serving individuals and families in Airdrie and the surrounding areas. We believe in building close, collaborative relationships with our clients to achieve their financial goals and secure their future. Our team of experienced professionals possess extensive knowledge and expertise in various aspects of personal finance, offering personalized solutions tailored to your unique needs and aspirations.

What we do

We offer a comprehensive range of financial planning services to address all aspects of your financial life.

1. Retirement Planning

• Comprehensive analysis of your retirement plans and goals
• Development of a personalized savings and investment strategy
• Guidance on maximizing your RRSP contributions and other retirement plans
• Strategies for income generation in retirement

2. Estate Planning

• Creation of a customized estate plan that aligns with your values and goals
• Implementation of wills, trusts, and power of attorney
• Review and updates of your estate plan to ensure its effectiveness over time

3. Investment Management

• Personalized portfolio construction based on your risk tolerance and financial goals
• Regular portfolio reviews and necessary adjustments
• Access to online portfolio tracking and performance reports

4. Tax Planning

• Identification of tax optimization strategies to minimize taxes on your income, investments, and estate
• Guidance on various tax programs and deductions

5. Financial Analysis & Planning

• Comprehensive review of your financial situation and goals
• Development of a customized financial plan that aligns with your budget, investments, and retirement needs
• Regular review and updating of your financial plan to ensure it remains relevant and effective

Our Values

• Integrity: We adhere to the highest ethical standards and uphold professional integrity in all our dealings.
• Transparency: We provide open and clear communication about our processes, fees, and potential outcomes.
• Client-centered approach: We prioritize your needs and goals, working collaboratively with you to achieve success.
• Continuous improvement: We stay updated on industry trends and advancements to offer you the most relevant and effective solutions.

Working with Hoffert Financial

We believe in building strong, lasting relationships with our clients. We take the time to understand your unique situation, goals, and aspirations. Our personalized approach ensures that your financial plan is designed to meet your specific needs and achieve your financial dreams.