INVESTMENT MANAGEMENT

Investment Management in St. Albert


What investment platform is best suited for you? RRSP, TFSA, non-registered investment, private equity, or any combination of? We take the guess work out of investing and build a viable plan tailored to your own specific needs while managing risk, reducing taxes, and mitigating expenses! We build custom strategies to tilt the portfolio towards data trends that exhibit characteristics of higher expected return while focusing on minimizing costs.


Please ask us about our active investment management strategies to take your investment experience to the next level!

Investment Management in St. Albert: Customized Strategies for Maximum Returns


At Lindsay Financial, we understand that managing investments can be daunting, which is why we offer customized investment management services tailored to meet your specific needs. We take the guesswork out of investing by building a viable plan that manages risk, reduces taxes, and mitigates expenses.


What Investment Platform is Best Suited for You?


At Lindsay Financial, we help you determine the best investment platform that suits your needs. Our investment management services cover a wide range of options, including RRSP, TFSA, non-registered investment, private equity, or any combination of them. We work with you to build a customized investment strategy that fits your financial planning and risk tolerance.


Customized Investment Strategies


At Lindsay Financial, we create custom strategies to tilt the investment portfolio toward data trends that exhibit characteristics of higher expected returns while focusing on minimizing costs. We take a comprehensive approach to investment solutions, considering your investment goals, timeline, and overall financial situation.

Our investment management services involve continuous monitoring and adjustment of your investments to ensure that they align with your goals and financial situation. We provide ongoing education and support to help you make informed investment decisions.


Active Investment Management Strategies


Ask us about our active investment management strategies to take your investment experience to the next level! Our experienced financial advisor team stays up-to-date on the latest investment trends and strategies to help you make informed decisions. We offer active management strategies that aim to maximize returns while minimizing risks.


Investment Options


At Lindsay Financial, we offer a range of investment options that are tailored to your unique needs and goals. Our investment options include:


  • Stocks and Bonds
  • Mutual Funds
  • Exchange-Traded Funds (ETFs)
  • Real Estate Investment Trusts (REITs)
  • Alternative Investments


Our financial advisors will work with you to determine which investment options are best suited to your goals and risk tolerance.


Our Team


At Lindsay Financial, we have a team of experienced investment management professionals who are dedicated to helping you achieve your financial goals. We offer investment management services to clients in St. Albert and the surrounding areas.

Our investment management services include retirement planning, estate planning, investment planning, risk management, and tax planning. We work with a wide range of clients, including individuals, families, and businesses.

Investing can be complicated, but with our customized investment management services, we help you build a viable financial plan tailored to your specific needs.



Why Choose Lindsay Financial for Investment Management in St. Albert?


At Lindsay Financial, we understand that managing investments can be overwhelming and complex, which is why we offer customized investment management services to simplify the process for you. We have a team of experienced investment management professionals who are dedicated to helping you achieve your financial goals. Here are some reasons why you should choose us for investment management services in St. Albert:


  • Customized Strategies: We build customized investment strategies that align with your unique goals and risk tolerance.


  • Active Management: Our experienced financial consultant team stays up-to-date on the latest investment trends and strategies to help you make informed decisions.


  • Comprehensive Approach: We take a comprehensive approach to investment management, considering your investment goals, timeline, and overall financial situation.


  • Ongoing Support: We provide ongoing education and support to help you make informed investment decisions.


  • Range of Investment Options: We offer a range of investment options that are tailored to your unique needs and goals.



Take the First Step Towards Securing Your Financial Future


Investing can be a complex and daunting process, but with Lindsay Financial, we make it simple and accessible. Our investment management services are tailored to meet your specific needs, ensuring that you have a customized investment strategy that aligns with your goals and risk tolerance.

Take the first step towards securing your financial future by contacting us today to schedule a consultation. Our experienced investment management team will help you build a viable plan that manages risk, reduces taxes, and mitigates expenses. Whether it is about where to invest your money or which life insurance you should consider, you can contact us today to get started!


Investment OPTIONS

What investment platform is best suited for you? RRSP, TFSA, non-registered investment, private equity, or any combination of? We take the guess work out of investing and build a viable plan tailored to your own specific needs while managing risk, reducing taxes, and mitigating expenses! We build custom strategies to tilt the portfolio towards data trends that exhibit characteristics of higher expected return while focusing on minimizing costs. Please ask us about our active investment management strategies to take your investment experience to the next level!


Frequently

ASKED QUESTIONS

Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.

  • What makes you different from the other people in your field?

    The answers are almost endless. However, one of the biggest differences is that we will never sell a client a product! We take the time to get to know our clients and their situation, and then provide a solution based on their own unique individual needs.

  • Do I need $500,000 in investments to access your top financial strategies?

    No, we provide access to a majority of the high end strategies from dollar one as we believe in working in our clients clients best interest.

  • Will you work with any client?

    No, just like we don't think you should work with just anybody in our field! Trust, dedication, being a good person and commitment to constant improvement are some of the aspects we look for in a client before committing to work with them.

  • How do we know that you will work in our best interests?

    Have a look at our client testimonials or ask us to put you in touch with some of our clients that are similar to you and ask them that same question.

  • When's the best time to get started investing?

    Immediately! Because there's no better substitute for the time value of money. 

Client Testimonials

 In early 2019 I opened an investment account with Lindsay Financial Solutions, so far the returns have been amazing, at first I was skeptical based on information I was given from banks, however, I quickly learned the information given by the banks was inaccurate.
Even if you just have a few dollars to invest I strongly recommend you chat with Clay he can help find a product that will help almost anyone!

Hazen Evenson

My wife and I were quite comfortable with our current financial advisor but we had to ask ourselves, is just being comfortable good enough when it comes to our future, our retirement, and our long term financial goals? We chose to set up a first time meeting with Clay Lindsay (very reluctantly I might add), and in hindsight we wish we didn’t wait as long as we did!

The first meeting was very laid back and Clay simply came in asking important questions but in a very non pressuring manner. He made both my wife and I feel very comfortable from the get go. Subsequent meetings got to the root of our needs and we found we had dollars being wasted in many areas we should never have been in. In the first year alone, Clay helped us find a way to invest over 30k in additional investments, consolidate our debts better, and reduce our tax implications… and believe it or not, all of this did not even cost us an extra penny! Clay and his team were incredibly helpful and insightful and found ways to make our money work smarter and quicker for us. We are extremely happy and eager to continue to work with Clay to help us continue to build our path to financial freedom. Thanks again Clay”

We highly recommend you take the initiative to meet this exceptional advisor and his team, who truly care for their clients.


Misty and Rod Chretien 

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