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Mutual funds are offered through Portfolio Strategies Corporation. Other products and services are provided through Kinsey Financial.
We serve individuals, families and businesses in Edmonton and the surrounding areas.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:

  • Financial Planning Services
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Portfolio Analysis
  • Insurance Analysis

We are never satisfied until you are.

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