4 Best Gold IRA Investment Companies Near Me in Cochrane, AB – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Cochrane Wealth Management of Raymond James Ltd.
ADDRESS: 624 Second St W, Cochrane, AB T4C 1Z7, Canada
NUMBER: +1 403-932-5785
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Steve has been great for us for many years. He is very knowledgeable and we’ve been pleased with the advice he gives us regarding investments. He is always on top of changes and makes recommendations to improve our financial position. As a result our investments have performed very well. And he and all the staff are exceptionally helpful and personable. Highly recommended!! – Kathleen Oberle
REVIEW #2 – I am extremely happy with the advice and service I receive from Cochrane Wealth Management. For close to 30 years Steve has guided me with my investments which have resulted in sustained growth. If Steve isn’t available Karen or Cindy have been there to answer my questions. There is always a real person to talk to which is a huge plus. Thanks to the team my retirement is not in jeopardy. – Marion Kutzer
REVIEW #3 – We are working with Steve & his team for over 16 years now and it was the right decision to switch to them. We appreciate to have direct contact to all of the team when we need it. ( In person/ by phone/ video) They also think out of the box and find solution which fit very well with our expectations. Depending on your risk-taking, you will always have the appropriate consultation about your money. Yearly review of your Portfolio and adjustment if necessary will be executed as fast as it can be. We also enjoy the different online session during the year, about various subjects. – Manuel Wetzel
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Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Ellements Financial Group
ADDRESS: 608 Second St W, Cochrane, AB T4C 1S7, Canada
NUMBER: +1 403-875-0123
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Resp Plans, Responsible Investment, Risk Management Plan, Savings & Investment, Savings Accounts, Strategic Financial Plan, Retirement Planning
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Lisa is everything you hope for in a financial planner. She’s positive, personable and makes finances easy to understand. She helps you choose the products that will work best for you in your current financial situation but also considers your future needs. She’s authentic, brilliant, down to earth and has so much wisdom to offer! She takes the intimidation and overwhelm out of money. I highly recommend working with Lisa for all your financial needs. – Holly Doll
REVIEW #2 – “Money-trauma” is a real thing! As a result, just months before my planned retirement, I still felt unprepared for the imminent financial changes, & uncertain how to clarify my pension/investment status. Two of the smartest things I have ever done: attending Lisa Elle’s virtual webinar, “Financial Wellness for Health Care Professionals”, and subsequently reaching out to “Ellements Group”. Lisa called me back, herself! … and, with her guidance, sound financial knowledge and investment ‘prowess’ these last 8 months, I am now confident in my pension details and financial portfolio. Huge bouquet of thanks to Lisa and her team! – Heather Leonard
REVIEW #3 – Lisa is everything you could possibly dream of in a financial planner! She is incredibly organized, intuitive and understanding. She takes the often overwhelming field of finance and breaks it down in easy to digest concepts. She also takes a holistic and fierce, yet feminine approach which is a breath of fresh air in a field typically dominated by masculine energies, which I often find intimidating.
Lisa is also magnetizing, inspiring, uplifting and a literal delight. From her book, to her podcast, to just hearing her speak, I have learned so much about money, business and life. I don’t know how one person can be so captivating, smart, funny, and fabulous all in one package, but Lisa is the real deal.
Thank you Lisa for the generous wisdom and inspiration you share. I love your mission and I’m here to watch you strut your stuff! – Kacie Beluse Knight (Aurora Light)
Davy Joly – Global MaxFin/AFSWest
ADDRESS: 100 River Ave, Cochrane, AB T4C 2B9, Canada
NUMBER: +1 867-334-4771
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Retirement plans
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Davy Joly has been our financial advisor for many years. Over that time, he has helped us to plan for a stable retirement with investments that are in line with our goals and values. We rely on him for every kind of financial and tax advice and appreciate not just the knowledge that he brings, but the empathy that he has shown for us personally. We consider him a close friend and hope to continue our association for many years to come. – Steve Gedrose
REVIEW #2 – Davy has managed my financial portfolio for a number of years and I have always been pleased with his responsiveness and knowledge. He has tailored my retirement to meet my needs while striving to maximize taxation benefits. – Jackie MacLaren
REVIEW #3 – I’ve been a client of Davy Joly @ IG Wealth Management for about 9 years. The total package that Davy can provide with respect to Financial Planning, Estate Management, Taxation management and Life insurance is second to none. Every time I’ve had complex situations Davy has never shied away from bringing in his experts in the field to make sure the best advise and decisions are made for your particular situation. Davy@IG uses all of these tools to make sure you reach your financial goals and succeed in securing your financial future. Highly recommended professional. – Jason Delaurier
Evermark Financial
ADDRESS: 10 Railway St E Unit b, Cochrane, AB T4C 2B5, Canada
NUMBER: +1 403-981-1997
SERVICES: Disability Savings Plan, Financial Plans, Financial Support, Group Benefits Plan, Group Retirement Plans, Personalized Plans, Security Plan, Retirement Services
OFFICE HOURS
| Mon | 9:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:00 PM | |
| Wed | 9:30 AM – 5:00 PM | |
| Thu | 9:30 AM – 5:00 PM | |
| Fri | 9:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Absolutely appreciate the care and attention paid to my portfolio. My wishes were heard, the options explained, and the choices were made. The ability to see what is happening in my account is good. As well, when needing help/information/direction for my parents choices, Evermark Financial was there too. Always providing great information to help ensure our future is looked after. – Belinda Swick
REVIEW #2 – My advisor Noah is wonderful; very diligent, professional, and helps me with exactly what I need – no upselling and gave multiple options to review. 100% recommend to individuals and small businesses. – Justine Nowicki
REVIEW #3 – We needed help with a Life insurance renewal. Jeff Lee offered to come to our house and spent the evening educating us on our different options. He was extremely knowledgeable! I would highly recommend Jeff for any insurance or financial advice. – Sentient Being
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