RIA: Certified At Edgington Price Wealth Management Group, we understand your wealth is more than just money. It’s about enjoying your success, creating memories and sharing moments with the ones who matter most.
We focus on building, protecting and optimizing your wealth with all-encompassing guidance. By taking an integrated approach to planning, we design a personalized strategy that reflects your goals, values and creating an enduring family legacy.
Our commitment is to provide your family and loved ones with peace of mind. Our promise is to give you the advice and strategies you need to unlock the potential you have worked your entire life for and continue to build. No matter what stage you currently are in your life, our team has the expertise and the resources to help you navigate every step of the way.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- New Brunswick
- Ontario