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Troy Hale

Financial ConsultantIG Wealth ManagementMedicine Hat, Alberta

As an American citizen, and frequent traveller, I understand the stresses, inconveniences, and frustrations of visiting another country - foreign exchange, health insurance, taxes, etc.

I help Snowbirds enjoy the freedoms they have worked hard to achieve by making smart choices with their finances and investments.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Retirement Income Planning Cross-border Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta

Certification/Additional Courses ?

CSC®️ CFP® PFP®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund
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