Business Hours
Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm
Saturday Closed
Sunday Closed
Languages
English, French
Year Established
2006
Optimize Wealth Management - Troy Hale Canadian owned and operated
Listed In: Financial Planning, Investment Services, Retirement Planning
“How do I turn my nest egg into a paycheck?” “How can I reduce taxes in retirement?” “When should I take CPP and OAS?” “Will my spouse be financially secure if something happens to me?” These are the questions we help Albertans answer every day. Troy Hale is a Certified Financial Planner… “How do I turn my nest egg into a paycheck?” “How can I reduce taxes in retirement?” “When should I take CPP and OAS?” “Will my spouse be financially secure if something happens to me?” These are the questions we help Albertans answer every day. Troy Hale is a Certified Financial Planner (CFP®) professional providing comprehensive financial planning, retirement income planning, investment management, tax-efficient retirement strategies, estate planning, insurance planning, and wealth management services. We specialize in helping individuals and couples age 50+ transition from saving for retirement to living confidently in retirement. Rather than focusing solely on investment returns, we help clients create a written financial plan that coordinates their investments, taxes, government benefits, pensions, insurance, and estate wishes. Based in Medicine Hat, we proudly serve clients throughout Southern Alberta. If you’re approaching retirement or already retired and want clarity about your financial future, we’re here to help. Read more
Optimize Wealth Management - Troy Hale
3030 13 Avenue Southeast, 107, Medicine Hat, AB
3030 13 Avenue Southeast, 107, Medicine Hat, AB