Years of experience: 19

Investment OfficerFinancePortfolio ManagerFinancial PlannerAdvisorConsulting

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Troy's Career Path
Investment AdvisorApr. 2026 -
Present
Optimize Wealth ManagementInvestment Advisor
Canada
AdvisorAug. 2018 -
Apr. 2026
IG Wealth ManagementAdvisor
Canada, Medicine HatIG Wealth Management Inc., Mutual Fund Division Managing wealth is more than just simply managing investments. Our elite team is committed to providing you with superior wealth management through tailor-made strategies that ensure your short and long-term goals are met.
Financial Planner, Investment & Retirement PlanningJul. 2013 -
Jul. 2018
BMO FINANCIAL GROUPFinancial Planner, Investment & Retirement Planning
I helped families define or redefine their financial objectives then developed a personalized plan for success.

Troy's Posts

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    About

    Key Skills & Achievements: - 20 years of financial advisory experience - Served thousands of Alberta families - Expertise in tailored financial solutions - Proven track record of client satisfaction

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    Cases & Experiences

    Success Stories: - Assisted over 1000 client families - Increased financial literacy among Albertans - Enabled sustainable wealth growth - Developed personalized financial strategies

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    Work Order

    Our Services: - We help with creating comprehensive financial plans - Assist in budgeting and debt management - Guide investment and retirement strategies - Support estate planning and wealth transfer

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    How to contact

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    common.text.problem

    Help Needed: Implement financial plans for Canadians

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    About Project

    This project focuses on creating tailored financial plans, having successfully assisted thousands of Canadians in achieving financial clarity and stability.

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    How to contact

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