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Advisor Profile

Bryan Muir grew up in Sherwood Park, Alberta, and earned his first degree...

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For Individuals

We’ll help you create a plan just right for you...

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For Business Owners

We offer strategic planning for both small businesses and corporations...

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Retirement solutions

Retirement planning is never finished. You will need to manage...

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Planning Process

Financial Planning Philosophy

Financial Planning Philosophy

Your financial needs evolve and change as you reach certain landmarks in your life, such as marriage, university, children and retirement. That is why it is important to build a strong relationship with someone who will take the time to listen and understand your needs of today and tomorrow. Read more


Strategic Planning


As a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor, my role is to help you with your current financial situation yet help you also prepare for tomorrow. This process will consider your goals, stage in life, personal circumstances as well as your risk tolerance. Read more