About

Building your financial confidence

Helping You Achieve Financial Peace of Mind

At Troy Hale - CERTIFIED FINANCIAL PLANNER, we work with clients in Medicine Hat and Southern Alberta to provide tailored financial solutions for individuals with over $1,000,000,000 in investable assets. Whether you're nearing retirement or already retired, we ensure your wealth is structured to work efficiently, preserving your assets while minimizing taxes.
Our team specializes in comprehensive retirement planning, strategic investment management, and estate planning. Through a personalized approach, we build long-term strategies that grow your wealth, protect your legacy, and give you confidence in your financial future.