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Why Choose Us
Your Financial Beacon in Edmoton
When you partner with DeHaan Private Wealth, you're not just choosing a financial planning firm, you're choosing a dedicated ally committed to your financial success. Why should we be your first choice?
Unbiased Product OfferingsFinancial products from a wide assortment of reputable investment dealers–including those offered by major financial institutions. (This means that you can hold products from ishares, RBC, Blackrock, Fidelity, Vanguard and many others, all in one place) We are partnered with over 100 different financial institutions! We can select the best of the best for your own individual needs, for both insurance and investment choices. See below for a small sample of what we have available.
Our Advisors are EducatedOur advisors have their certified financial planning designations and are committed to continuing education to enhance their value to you. You can feel confident knowing that they have had extensive education, training, and experience. No matter where you choose to hold your investments, we believe you should insist on a Certified Financial Planning’ designation. More information is available on the FP Canada website can be found here.
We Have Low FeesBesides our abundant product offerings, we offer low fees. Despite recent advancements in fee transparency, many people are not aware of the total fees they are paying. We are happy to do a free fee analysis of the fees you are currently paying, that you may not even be aware of. We do not have the large over head costs that major financial institutions have. As a result, it is common for us to see new clients paying 30-50% less than they pay at their big banks. Our clients feel confident, knowing that they are receiving advice from highly qualified advisors, investing in mainstream investments and still paying lower fees.
Better ServiceDespite lower fees, we have a lower client-to-advisor ratio than our competitors. We have time for you. You will have an individual advisor, a specific person to call when you have questions, even if are just starting out. This is a service often reserved for affluent clients. We are committed to excellent financial advice for everyone who wants it.
We use Navi Plan by InvestcloudWe have the best tools available when it comes to financial planning. This is yet another advantage that sets us apart from DIY investing. We use Navi Plan by InvestCloud, a global leader in financial planning software. The plans we make are accurate, and interactive planning tools developed just for your unique situation.
You are ProtectedAt DeHaan Private Wealth, investments are held through Portfolio Strategies Corporation, a member of the MFDA (Mutual Fund Dealers of Canada) Investor Protection Program. In the event of insolvency, MFDA insures up to $1,000,000 per account. For more information on the MFDA, click here. With FP Canada we are held to rigorous standards set and enforced by FP Canada Standards Council You can learn more here. *** Investments ARE NOT guaranteed against market volatility. For more information please visit : MFDA | Official Website of The Mutual Fund Dealers Association of Canada
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