JV Financial
Through collaboration and expertise, JV Financial delivers wealth-building results with financial planning that’s personalized to you and your values.
Joint Venture Relationship
We are not like the bank. We believe in forging a Joint Venture relationship, which means we partner with you, your tax and legal advisors, and often your family, as we work side-by-side to manage your financial affairs. We focus on proactive and customized planning rather than ad-hoc or templated services, and adapt as your financial goals and needs change over time.
Values-Based Planning
Our process centers around identifying and exploring your values and goals in life, big or small, and establishing a plan that suits your unique situation best. Our commitment to building long-term relationships often leads to working with our clients' children and grandchildren to help position future generations for success.
Personalized Experience
At JV Financial, we're not just advisors — we're your dedicated partners. You'll forge a lasting relationship with our close-knit team, knowing you're supported by professionals who truly understand what is important to you and makes you unique.
Financial Expertise
Our credentials speak volumes at JV Financial. In addition to the Certified Financial Planner (CFP®) designation, our team members hold advanced qualifications of Chartered Investment Manager (CIM®), Chartered Professional Accountant (CPA®), Registered Financial Planner (R.F.P.), and Trust and Estate Practitioner (TEP), demonstrating our commitment to comprehensive wealth management.
Company Details
- Employees
- 6
- Address
- 9452 51 Ave Nw, #310,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.jvfinancial.ca
- Keywords
- Financial Planning, Investment Management, Estate Planning, Tax Planning, Risk Management, Education Planning, Succession Planning, Cash Management, Risk Management, Retirement Planning, Values-based Planning, Joint Venture Relationship.
- HQ
- Edmonton, Alberta
Jv Financial Questions
Jv Financial's website is http://www.jvfinancial.ca
Jv Financial's LinkedIn profile is https://ca.linkedin.com/company/jv-financial
Jv Financial has
6 employees.
View email and phone details for 6
employees at Jv Financial.
Jv Financial's industry is
Financial Services
Jv Financial's top competitors are
Jv Financial Services,
The Legacy Custodians,
Sbi Capital Markets,
Aligned Capital Partners Inc.,
Fiera Capital,
Whiteoak Capital,
O3 Capital,
Ambit Private Limited,
Mackenzie Investments,
Jv Capital Group.
Jv Financial's categories are Financial Services
