Chad Gardeski, CEA®,DFSA™
My practice is based on honesty, integrity, and good old
fashion hard work. My team and I partner with individuals and their families,
business owners, professionals, and farmers to reach their financial goals.
Whether you have the assets to retire in the next few years
or have the ambition to grow your wealth well into the millions, our team will
partner with you to achieve your most important goals! We will help get you
there sooner, and partner with a variety of experts to accelerate your path to
financial independence.
We do money differently than you have likely experienced in
the past and use a holistic approach to financial planning that includes tax
considerations, estate planning, and intergenerational wealth transfer. We care
about you, your family, your business, and the multitude of life goals that are
most important to you. With the advances in technology, I can exceed my
client's expectations across Canada and currently serve clients in Alberta,
British Columbia, Nova Scotia, and Ontario.
Prior to joining the firm, I spent a very successful 24 years
in the forestry sector where I worked with large companies and governments to improve
their economic, social, and environmental performance. I also had the
opportunity to support Indigenous communities by partnering with them to evaluate
the economics of establishing sustainable forestry related businesses. During
that time, I was a client of Edward Jones and experienced the benefits of
robust financial guidance and planning. I am so very proud to be able to
provide that same experience to those that are not receiving the level of
service that they deserve.
My experience has taught me that the foundation of successful
relationships is trust and integrity, the same foundation upon which my team has
built our successful practice.
We need to have a conversation, one that I am more
than happy to host for you, your family, business partners, or your employees!
Services:
Financial strategies
Retirement Income Strategies
Business Owner Strategies
Legacy and Estate Strategies
Disability Savings Plans
Life Insurance and Long-Term Care
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