Welcome to Traverse & Associates Wealth Management
We are a boutique style practice that works with a very select and limited number of clients in Alberta and Saskatchewan to ensure we provide the right financial tools and advice in a timely fashion. Our team is focused on helping clients preserve, grow and make the most of their wealth. We focus on investment planning, tax and estate planning, business and succession planning, and charitable giving.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 30 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement, means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
Rory and Loralie are an amazing dynamic duo! They love what they do and it shows! Their time, knowledge, and commitment to our needs and goals is profound. They have given us the financial security and comfort for both our present and our future.
- D & L
Craig and his team are amazing. They provide quick and efficient service, never hesitating to respond to our questions or concerns. Traverse & Associates has provided our family with an individual financial plan that balances our different risk profiles. They have in-depth industry knowledge and continuously adapt to the ever changing markets to provide excellent customer service. We will keep coming back.
- M & L
Thanks so much Craig. You're the best. Actually, mom and dad are for investing with you. You're a good man and have been very good to them and our family. Thank you for that.
- TN
Our family has known Craig for close to fifteen years and have not only cultivated a professional relationship but a personal friendship as well. With Traverse & Associates' guidance and management, we were able to comfortably retire early without any financial worries. That is a big ask, but Craig has never wavered in his commitment to ensuring that our financial plan remains secure. We would not hesitate to recommend and we consider ourselves fortunate to have Traverse and Associates on our team!
- M & K
We trust Traverse & Associates implicitly. Their comprehensive financial advice, including intergenerational wealth transfer, has ensured that our retirement, business, and estate plans are well-structured and future-proof. Their guidance has allowed us to minimize taxes through our lifetime and into our estate, all while ensuring our wealth is efficiently available for our grandchildren.
- P & B
Thanks to Loralie's stellar work, my finances are now in an optimal position for long-term growth. Her organization, reliability, and clear communication were key in making this process enjoyable and exciting. I am relieved and happy knowing my family will be taken care of long term.
- LK