4 Best Gold IRA Investment Companies Near Me in Medicine Hat, AB – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Optimize Wealth Management – Troy Hale
ADDRESS: 3030 13 Ave SE #107, Medicine Hat, AB T1B 1E3, Canada
NUMBER: +1 403-526-1070
SERVICES: Education savings consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Retirement Planning, Retirement Saving, Risk Management, Tax And Estate Planning, Tax Benefits, Tax Strategies, Wealth Management
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Troy has helped me over the past number of years. I have always been able to trust him with giving me the best financial advice. He has helped me create a financial plan to achieve my goals. My investments have been managed by Troy for many years now and I have always been happy with his financial planning. The process for getting my mortgage through IG was very smooth and painless. Troy also educated me about insurance and found the right fit for my needs. – Bradley Hale
REVIEW #2 – We have been long time clients of IG Wealth Management. We highly recommend their services to anyone who is seeking financial advice. Thank you Troy Hale, for our meeting today. We can rest easy knowing that IG Wealth Management is looking out for our best interest as we settle into the retirement phase of life. – Alanna Seleski – Red IPAD
REVIEW #3 – I reached out to Troy for some financial planning advice. I am based in the US so he knew he wouldn’t be getting any business from me. Still, he called me back and spent a good amount of time talking. In the process, I received very valuable information and actionable steps. Just what I was looking for. If you are searching for a financial planner, I would definitely recommend talking to Troy. – Vibhu Sethi
REVIEW #4 – I haven’t had to communicate a lot regarding my investments, but he is available anytime I need anything or have any questions. My investments have done just as good or better than I expected. I would recommend him to anyone looking for a very knowledgeable, calm and authentic person to help manage and set you up for success with your finances. – Tanner Hale
REVIEW #5 – Troy is a great Financial Advisor. Professional and informative. We get all our questions answered and he is always generous with his time. Would definitely recommend. – Shelby Crapo
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Medicine Hat Wealth Group – TD Wealth Private Investment Advice
ADDRESS: 3098 Dunmore Rd SE, Medicine Hat, AB T1B 2X2, Canada
NUMBER: +1 403-504-2780
DESCRIPTION FROM BUSINESS: Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities
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 – Over 20 years with Neil Mardian! Helped me through portfolio transfer, retirement and pension planning. Plenty of guidance with no pressure along the way. Best thing I did was staying with the same advisor who understood my financial needs all these years. – Henry Zandbeek
REVIEW #2 – I have been dealing with them for a decade or more and have always found them to be very reliable. At times, they have gone above and beyond to be of help. Neil Mardian, my advisor, and his group, have built a very strong portfolio that has performed extremely well. Strong growth in highs, and rebounds following downward stock market trends. I would highly recommend them to anyone. – Donna Kopp
REVIEW #3 – Neil has been guiding me for 10 years now and by following his advice I am at a comfortable risk level and yet I’m still doing well. I couldn’t ask for anything more. – Michelle Bien
REVIEW #4 – Great Experience, High-end service – Zaid Haddaw
REVIEW #5 – Excellent service! – Ella Beach
BUSINESS NAME HERE
ADDRESS:
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DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | CLOSED | |
|---|---|---|
| Tue | 10:00 AM – 6:00 PM | |
| Wed | 10:00 AM – 6:00 PM | |
| Thu | 10:00 AM – 6:00 PM | |
| Fri | 10:00 AM – 6:00 PM | |
| Sat | 10:00 AM – 6:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Over years of being in business we have required and solicited the help of many professionals in an effort to surround ourselves with an excellent support group. Our obvious purpose was to position ourselves for growth and prosperity not only in business but in our personal lives as well. Mike is the epitome of this profession. He will take a serious interest in you personally (refreshing) and is consumed with creating a life long experience of (actual) growth for you that fits your goals and needs. I highly recommend Mike. – Justin Dyck
REVIEW #2 – I am truly a lucky guy for having known Mike for the last 15 years.
During this time, I have been the recipient of his generosity, his expertise, and his wide experience.
His enthusiasm, dedication and breath of knowledge are unmatched among the accountants I have worked with. His trustworthiness and commitment are unquestionable and his integrity sound.
His dedication to personal growth and devotion to his family are absolute, and his achievements in all facets of life have been remarkable.
You are a true champion my friend. Thank you for being you, and for help, guidance, and advice you have provided over the years.
I wish you the best of luck. – Imran Pirwany
REVIEW #3 – We have worked with Mike Baker for close to 14 years. Mike is extremely honest and is an integral part of both our Business and family interests. I have personally recommended him to our closest family and friends. – Dion Cullum
REVIEW #4 – Baker Wealth offers it all. Caring, compassionate – top level service.
Mike and his team truly are experts in their field. – Marcus Campbell
SevenOak Private Wealth Ltd
ADDRESS: 660 2 St SE, Medicine Hat, AB T1A 0C9, Canada
NUMBER: +1 403-529-0555
SERVICES: Disability insurance, Health insurance, Insurance annuity investment advisement, Life insurance, Tax planning, Wealth management, Business Consulting, Estate Planning, Financial Advisor, Financial Planning, House Insurance, Term Plan and Tyler Davidson
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 – Am exceptionally happy with the way my Investments are being handled with Tyler and his Firm after years of investing. I would highly recommend his obvious expertise and experience in this day and age. – Sheila Kosolofski
REVIEW #2 – Mike and Tyler go above and beyond when it comes to looking after their clients. They listen and take a holistic approach that involves all aspects of your financial life. – Ryan Jackson
REVIEW #3 – Tyler is genuine, respectful and a well spoken professional. – Mar Saw
REVIEW #4 – Experienced trustworthy professionals who take a holistic view of your finances. – Sofia Tempel
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