Your investment portfolio should reflect your unique goals and values. At CBA Wealth, we take a personalized approach to help you achieve long-term growth while staying true to your principles. Let’s make your investments work for you. #PersonalInvestments #WealthGrowth
About us
Our independent advisors will work closely with you to craft a comprehensive plan, designed to simplify the journey ahead. We’ll help you create clear, actionable goals that will achieve your full financial potential.
- Website
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https://www.cbawealth.com/
External link for CBA Wealth
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Edmonton, AB
- Type
- Partnership
- Specialties
- insurance, investments, financial planning, divorce planning, group benefits, taxes, tax planning, and life insurance
Locations
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Primary
Suite 305, 9622 42 Avenue
Edmonton, AB T6E 5Y4, CA
Employees at CBA Wealth
Updates
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Creating a legacy isn’t just about wealth; it’s about passing on your values and beliefs to future generations. At CBA Wealth, we help you build a strategy that reflects what’s most important to you. What legacy do you want to leave behind? #LegacyCreation #FamilyValues
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🚀 Achieve Financial Clarity!🚀 As your financial advisor, I coordinate a network of dedicated professionals to help you make informed decisions and secure your future. From investments to insurance, we've got you covered. 📞 Contact me today to get started! #FinancialAdvisor #FinancialClarity #WealthManagement
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Financial independence is a goal many strive for, but it’s not just about the money; it’s about freedom. The freedom to live life on your terms and pursue your passions. Let’s work together to make that a reality. How will you use your financial independence? #FinancialIndependence #Freedom
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Protecting your assets is about more than just insurance; it’s about ensuring your financial stability in the face of life’s uncertainties. We provide tailored strategies that safeguard your wealth, no matter what the future holds. Ready to secure your future? #AssetProtection #FinancialSecurity
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Planning for the future involves more than just numbers; it’s about envisioning the life you want to lead. Let us help you create a personalized strategy that supports your dreams, whatever they may be. How do you see your future? #FutureVision #PersonalStrategy
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📢 The Bank of Canada Delivers a Bold Rate Cut 📉 The Bank of Canada announced an oversized rate cut of 0.5%. The policy rate now stands at 3.75%, marking the fourth consecutive cut since June. This is the largest rate reduction by the Bank outside the COVID-19 pandemic, with the last comparable cut dating back to the 2009 global financial crisis. #BankofCanada #InterestRates
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Building wealth is not just about making money; it’s about making a difference. Whether it’s for your family, community, or causes you care about, we help you align your financial goals with your values. Ready to make a lasting impact? #WealthWithPurpose #FinancialValues
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Retirement is more than just the end of a career; it’s the beginning of a new chapter. Whether you envision travelling the world or starting a new hobby, we’re here to help you create a retirement plan that supports your dreams. What will your next chapter be? #RetirementDreams #NextChapter
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Family comes first, and that includes your financial decisions. We understand the importance of creating a plan that provides security and prosperity for your loved ones. Let’s work together to ensure your family’s future is bright. What’s your family’s priority? #FamilyFirst #WealthPlanning