How are fees structured?

Fees depend on the platform and services that best fit your situation. After a brief review, we’ll recommend the most suitable option and provide a clear, written breakdown of all costs before anything is implemented. We’ll also explain what you pay us vs. what you may pay product providers (e.g., fund MERs) so you can see the full cost picture.

Why not just stay with my bank advisor?

Because you can often get the same quality of investments without paying bank-style layers of cost. We’ll review what you have, show you the true all-in fee picture, and then recommend the platform that makes the most sense for your situation.

Will you force changes to my current portfolio?

Never. We optimize strategically, preserving what works.

What if my plan feels solid already?

Our free Legacy Audit surfaces blind spots objectively, with zero commitment.

How do multi-generational transitions work?

Specialized handover protocols ensure seamless continuity with full documentation.

Wealth Management in Edmonton: Preserving Your Family’s Future

Timeless Strategies Ensuring Every Generation Thrives

Our approach to wealth management in Edmonton aligns your investments, tax strategies, estate safeguards, and corporate planning, safeguarding and advancing your Edmonton family legacy with meticulous expertise.

Efficient portfolios from trusted leaders (RBC, Vanguard, Fidelity+) plus interest‑earning everyday banking through Manulife Bank, an Advantage Account that combines chequing + savings, pays 1.50% interest, and waives everyday transaction fees when you keep $1,000 in the account.

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Three Pillars of Your Family's Enduring Wealth

Investment Growth

Efficient portfolios from 100+ providers such as, RBC, Vanguard, and Fidelity+ deliver sustainable compounding, building the foundation for generations ahead.

Tax & Estate Alignment

Strategic tax efficiency paired with ironclad estate safeguards ensure more of your wealth endures for your heirs.

Integrated Oversight

One trusted certified private wealth advisor coordinates it all, eliminating silos so your Edmonton legacy thrives seamlessly.

Is Your Current Strategy Meeting the Standard for Wealth Management in Edmonton?

You feel that subtle tension, separate advisors splintering your focus, taxes nibbling at hard-earned gains, and estate plans fading into oversight amid Edmonton's relentless pace. Your business demands your energy, yet financial blind spots quietly undermine the security your family deserves.

Most Edmonton families we audit discover they're missing core optimizations:

Wrong account types draining tax efficiency
Uncoordinated withdrawal strategies
Uninsured legacy liabilities
Inefficient corporate structures
Reactive cash flow decisions

Canadians aged 35-39 average just

$15,594 in their TFSA, trillions in tax-free compounding left on the table (StatsCan). High-net-worth estates forfeit massive relief without GRE strategies for post-death losses. Cardinal Point Wealth, and that's just the opening act.

15% foreign taxes silently claim U.S. dividends in your TFSA, gone forever (CRA). Mutual funds ambush you with capital gains taxes even when unsold, while 2-3% MER fees devour 28% of lifetime returns (Morningstar). TFSA over-contributions trigger 1% monthly CRA penalties. Redemption fees chain you to poor performers. Banks quietly profit as your legacy stalls.

Your family's future deserves compounding advantage.

What If One Process Secured Your Wealth for Every Generation?

01

Discovery Call

Share your story and goals, we listen without pressure.

02

Complementary Legacy Audit

We analyze investments, taxes, estate, corporate, uncover opportunities.

03

Custom Blueprint Presentation

Your personalized roadmap for efficiency, protection, growth.

04

Seamless Transition

We handle transfers and paperwork with zero disruption.

05

Ongoing Stewardship

Quarterly reviews and proactive adjustments.

06

Legacy Handover

Effortless transfer to the next generation with full guidance.

We're with you every step.

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Why Families Seeking Wealth Management in Edmonton Choose DeHaan Private Wealth

While many advisors focus on individual products, we deliver fully integrated wealth alignment: investments, tax, estate, and corporate, all under one fiduciary relationship with zero commissions.

Edmonton Legacy Specialists:
Rooted locally, navigating Alberta taxes, energy volatility, family business transitions, backed by global leaders RBC/Vanguard/Fidelity+/Manulife.

Fiduciary First
Legally obligated to you alone. Transparent.