(780) 945-2881 info@cordisfinancial.ca

What We Offer

Financial Planning

Cordis Financial Planning Services

Let’s get planning to ensure your financial needs are met now and in the future.

Investment Planning


A great investment plan takes into account your risk tolerance and personal circumstances. What is appropriate for a 25-year old may not be appropriate for a 65-year old, and what makes sense in a tax-free savings account (TFSA) may not make sense in a registered retirement savings plan (RRSP) or a registered education savings plan (RESP). Understanding “why” is just as important as “what” when it comes to investing your money.

Insurance Planning

Insurance transfers risk from you to an insurance company. Basically, you trade the risk of a large loss for a smaller predictable “loss” in the form of a premium. There are many types of insurance ranging from life, critical illness and disability to long-term care insurance. Length of coverage can vary from a short time period to a person’s lifetime. It’s important to be clear on your budget and needs. We can help you identify what products are available and what risks are involved. Everyone’s needs are unique to their situation and family.

Business Insurance Planning


Business owners wear many hats. Because a business can outlive an owner or partner, businesses have unique insurance planning factors. This makes it vital to identify and match the need with the corporate structure and right insurance product. When necessary, the process to do this can include working with other professionals, such as accountants and lawyers.

Financial Planning

Working with a financial planner gives you a 360-degree look at your life, money, and where you want to be. It’s ok to not have all of the answers – your future is more than a single transaction. Our team helps you better understand the world of personal finance, whether it’s insurance, investments, taxes, retirement or your estate. Here’s how we do it: 

  1. Get to know you and help you set goals
  2. Gather intel and answer your questions along the way
  3. Analyze and evaluate
  4. Develop recommendations or alternatives that meet your financial needs
  5. Roll out your personalized plan
  6. Review the plan to make sure it’s working for you

Get In Touch

10563 172 St.
Edmonton, AB, T5S 1P1

(780) 945-2881