
Breathe Easy with Exhale Financial.
We envision a life for our clients that allows them to feel comfortable preparing for the future while enjoying life in the present.
Investment Planning. Financial Advisor. Life Insurance.
Estate Planning. Retirement Planning. Education Savings.
Welcome to Exhale Financial, a financial services company located in Edmonton, Alberta. We understand that financial matters can be stressful and aim to simplify them with clarity and care. Our team aspires to make every client feel at ease, no matter their financial situation. We can work with new and seasoned investors to explain complex financial concepts in a way that’s easy to grasp, building trust through transparency and reliability.
Whether guiding someone through retirement planning or offering investment advice, we take a partnership approach—acting as a trusted advisor, not just a service provider. Our slogan, Breathe Easy with Exhale Financial, reinforces our promise to reduce financial anxiety and help clients feel secure about their future.
We take an approach to each client's financial situation that evaluates their needs and goals. We then create a plan that places those puzzle pieces together to complete the full picture.
OUR MISSION.
At Exhale Financial, our mission is clear. We aim to work alongside our clients, helping them achieve the financial tomorrow they desire while maintaining a life they enjoy today. We create a roadmap and action plan that outlines the steps needed to achieve their goals. We want every interaction with us to leave clients feeling confident and cared for. Our ultimate goal is to help our clients breathe easily, knowing their financial future is secure.
Our Services
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Analyze goals
Create custom financial plans
Budgeting assistance
Estate Planning
Retirement Planning
Higher Education Planning
Tax reduction strategy
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TFSA
RSP
RESP
RDSP
FHSA
LIRA
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Life Insurance
Critical Illness
Disability Insurance
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Group Benefits
Group Insurance
Group Investments