Scott Pollock

Welcome to Pollock Financial Services, your trusted partner for financial planning and wealth management. Our company, based in Edmonton, AB, is dedicated to providing innovative financial solutions to businesses and families, enabling them to achieve their financial goals and secure their future.

Led by Scott Pollock, CFP, CHS, our team of experienced financial professionals is committed to delivering the best quality financial services. We take pride in our ability to understand our clients' unique needs and provide tailored solutions that align with their financial objectives. Our office is located at 10088 102nd Avenue #1203 TD Tower, Edmonton AB T5J 2Z1. You can reach us by phone at (780) 922-1697, by cell at (780) 995-8846, or by fax at (780) 922-1550. Alternatively, you can email us at scott@scottpollock.ca.

Our Services

At Pollock Financial Services, we offer a wide range of services designed to cater to the diverse needs of our clients. These services include:

Investment Services

• Investment Planning: We work with you to create a customized investment strategy that considers your risk tolerance, time horizon, and financial goals.
• Investment Risk: Our team helps you understand and manage investment risks to protect your portfolio and ensure it remains aligned with your financial objectives.
• Segregated Funds: We offer segregated funds that provide potential creditor protection and estate planning benefits.
• Registered Retirement Savings Plans (RRSP): Our experts assist you in setting up and managing your RRSP to maximize tax savings and grow your retirement nest egg.
• Guaranteed Investment Certificates (GIC): We provide GICs that offer guaranteed rates of return, protecting your capital while providing predictable growth.
• Registered Retirement Income Funds (RRIF): Our professionals help you transition your RRSP into a RRIF at the age of 71, ensuring you comply with regulations and maximize your retirement income.

Insurance Services

• Life Insurance: We offer life insurance products to ensure your loved ones are financially protected in the event of your untimely demise.
• Critical Illness Insurance: Our critical illness insurance provides a lump-sum payment upon diagnosis of a covered illness, helping you cover medical costs and maintain your lifestyle.
• Disability Insurance: We offer disability insurance that replaces a portion of your income if you become unable to work due to illness or injury.
• Non-Medical Insurance: Our non-medical insurance options provide coverage for individuals who may not qualify for traditional insurance due to health issues.
• Health and Dental Insurance: We offer comprehensive health and dental insurance plans for individuals and families.
• Travel and Visitor Insurance: Our travel insurance options protect you and your family from potential risks associated with domestic and international travel.

Retirement Solutions

• Individual Pension Plan: We help you set up and manage an Individual Pension Plan, providing a tax-efficient retirement savings vehicle for business owners and professionals.
• Wealth Management and Tax Plan: Our team develops a comprehensive wealth management and tax plan to optimize your investments, minimize taxes, and secure your financial future.
• Financial Planning Process: We guide you through a structured financial planning process, ensuring you make informed decisions and stay on track to meet your financial goals.

Business Services

• Products and Services for Business Owners: We offer strategic planning for both small businesses and corporations, including executive compensation, business succession planning, tax planning, and insurance planning.
• Group Benefits Consulting: Our experts provide customized group benefit consulting services, helping you attract and retain talent while managing costs.
• Group Retirement Consulting: We assist you in designing and implementing a group retirement plan, ensuring your employees are well-prepared for their financial futures.

At Pollock Financial Services, we believe that financial planning is about more than just investing and insurance. It's about understanding your unique situation, setting goals, and creating a roadmap to reach them. With our expertise, innovative solutions, and unwavering commitment to our clients, we can help you achieve the financial freedom and confidence you deserve.