Leading Wealth Management is a trusted partner for individuals seeking tailored solutions for their retirement planning needs. Based in Edmonton, Alberta, we’ve earned a reputation as a forward-thinking online firm, providing expert guidance to families across the province through virtual meetings via Zoom or Teams. While we specialize in helping employees of Suncor, Alberta Teachers, MEPP, PSPP, and LAPP, we welcome clients from all industries and backgrounds.
Our goal is to make the financial planning process as accessible and comfortable as possible, empowering families with the advice they need when they need it most. With over 20 years of experience in the financial industry, our founder has dedicated their career to supporting families through pivotal financial decisions. At Leading Wealth Management, we combine deep expertise with a commitment to financial literacy, ensuring that each client’s unique needs and goals are met with professionalism and care.
Your best interests are always our priority.
Proven strategies backed by deep financial knowledge.
Custom solutions designed for your unique journey.
To empower families and individuals with personalized financial strategies, Helping them achieve a secure and comfortable retirement while fostering financial literacy and confidence.
To be Alberta’s leading online wealth management firm, recognized for our innovative approach to financial planning and unwavering commitment to Enhancing our clients’ lives through accessible, tailored retirement solutions.
At Leading Wealth Management, we’re proud to help clients achieve success through trust, excellence, and personalized service.
In case you had concerns, here are some frequently asked questions and answers to clear things up.
Yes, we offer a free consultation to discuss your needs and how we can assist you in achieving your financial goals.
Absolutely! We serve clients throughout Alberta using virtual meetings, so location is never a barrier.
Bring any relevant financial documents, such as statements for RRSPs, TFSAs, pensions, or investments, along with a list of your financial goals and questions.
We believe in accessibility and work with clients of various financial levels. Contact us to discuss options tailored to your situation.
we provide people with ZERO fee advice, If we ahve clients looking for this specifically we refer them to other firms for a second opinon and give ours for free
Trusted Financial Solutions for a Prosperous Future.
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