Edward Turgeon

Edward Turgeon Email and Phone Number

Certified Financial Planner and President @ LifeLegacy Wealth Management Inc.
Alberta, Canada
Edward Turgeon's Location
Red Deer County, Alberta, Canada, Canada
About Edward Turgeon

Proud to have provided over 25 years service to Alberta’s farmers and business owners; 21 years as a Financial Advisor and 4 years in commercial banking as Small Business & Agriculture Account Manager.LifeLegacy specializes in advising family enterprises. We provide comprehensive and integrated financial planning services throughout Alberta. Many clients are owner-managers of private corporations and have complex financial and wealth management needs. My experience and expertise in providing integrated personal and corporate plans has been noted as leading-edge by both clients and their professional Tax and Legal advisors. Specialties: Integrated Financial Planning - for the owner/manager of farms and private corporationsLifestyle Financial PlanningTax ManagementEstate Planning and PreservationSuccession and Transition Planning

Edward Turgeon's Current Company Details
LifeLegacy Wealth Management Inc.

Lifelegacy Wealth Management Inc.

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Certified Financial Planner and President
Alberta, Canada
Website:
lifelegacywealth.com
Employees:
2
Edward Turgeon Work Experience Details
  • Lifelegacy Wealth Management Inc.
    Certified Financial Planner And President
    Lifelegacy Wealth Management Inc.
    Alberta, Canada
    View
  • Lifelegacy Wealth Management Inc.
    Certified Financial Planner/President
    Lifelegacy Wealth Management Inc. Mar 2003 - Present
    Red Deer, Alberta, Canada
    LifeLegacy’s WealthCare™ team has over 55 years’ combined experience serving the financialand wealth management needs of families throughout Southern and Central Alberta.We provide innovative wealth management solutions to help successful farmers, business owners and professionals achieve their business, lifestyle and legacy goals.We build trusted and lasting relationships with our clients by understanding their needs andhelping them make informed wealth management decisions that are in their best interest.
    View
  • Stratigis Capital Advisors
    Associate Portfolio Manager/ Relationship Manager
    Stratigis Capital Advisors Jul 2015 - Jul 2017
  • Investors Group Financial Services Inc.
    Financial Consultant
    Investors Group Financial Services Inc. Apr 2000 - Feb 2003
    View
  • Cibc
    Account Manager
    Cibc Jun 1995 - May 1999
    View

Edward Turgeon Education Details

Frequently Asked Questions about Edward Turgeon

What company does Edward Turgeon work for?

Edward Turgeon works for Lifelegacy Wealth Management Inc.

What is Edward Turgeon's role at the current company?

Edward Turgeon's current role is Certified Financial Planner and President.

What schools did Edward Turgeon attend?

Edward Turgeon attended University Of Saskatchewan.

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