At AEI Wealth Management, we help individuals, families, businesses and employees reach their financial goals through a comprehensive financial plan that includes a customized investment strategy, focusing on retirement, asset protection, minimizing taxes, estate optimization, and financial education.
Along with your financial plan, we encourage quarterly reviews with your advisor to measure success as well as to look at your “big picture” to make sure financial goals are in line with changes that occur in everyday life.
In our culture of independence, the financial planners at AEI Wealth Management offer completely personalized and unbiased advice. We don’t work under sales quotas and we don’t require them to push proprietary products – because that doesn’t serve you.
The objectivity of AEI Wealth Management is appreciated by our clients and our business is driven by referrals. Our valued clients have recommended us to their colleagues, friends and family members.
Set up an appointment with Elvine Skoretz today.
AEI Wealth Management
4802 - 51 Ave.
Red Deer, AB, T4N 4H2
(403) 342-5410 - Fax