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Eric Petersen

Financial Planning

Contact Information:

5351 75 Street
Edmonton, AB T6E 0W4
T: 780-266-0003
F: 780-437-1144

Years in Business:



Clients I'm Seeking:


We work with business owners and high net worth individuals to protect and grow their assets while creating tax efficiency in their business and their estate.

About My Business:


Assisting Businesses and families in protecting and growing their assets. From Risk Management to Wealth Management we cover a dynamic range of specialties through a team approach to planning. We focus on being client specialists that can help you to discover the soft issues that affect your situation. Once we know where you are today and where you want to be tomorrow, we can work with your current advisory team or bring in the expertise to assess the options and help you to make choices that will obtain your goals most effectively. Our Wealth Management priority is to first protect your wealth using investments that are backed by hard assets or guarantees. Second, we work to get a good return once your capital is protected. Lastly, we work to reduce, defer or eliminate tax. Specialties Risk Management, Wealth Management, Portfolio Volatility Reduction, Principal Protected Investments, Tax Preferred Strategies less

Years in business:
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