Troy Hale and his team specialize in helping Albertans aged 50+ with $1,000,000+ in retirement savings navigate life’s most important financial questions:

‘How do I turn my nest egg into a reliable paycheque?’
‘How can I minimize taxes in retirement?’
‘Are my investments truly built for long-term security?’

With over 18 years of industry experience, Troy brings a wealth of expertise and a personalized approach to financial planning. He holds a diploma in Financial Services and Planning from Medicine Hat College and a Bachelor of Management in Finance from the University of Lethbridge. As a CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Investment Manager® (CIM®), and Registered Retirement Consultant® (RRC®), Troy provides strategic, client-focused guidance to help you retire with confidence and peace of mind.