A stronger wealth plan

Genuine peace of mind is attainable when Clients receive honest, well-informed, and sincere advice. At Menard Financial, we believe in straightforward communication and always have your best interests at heart. We stand firm in our convictions and take pride in our unwavering commitment to you and your business. Our priority is to create a secure environment where you can confide in us without fear of judgment, knowing that all information shared is held in strict confidence.

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Building wealth

Deep Client discovery: Our approach to the Client experience begins with a comprehensive discovery process. We take the time to understand your unique needs, goals, and preferences.

Behavioral management: In addition to providing financial guidance, we excel in behavioral management, helping Clients make informed decisions and navigate the emotional aspects of financial planning.

Regular status reports: To keep you well-informed, these reports offer a clear view of your financial progress and any adjustments that may be needed.

Tailored communication: We understand that every Client is different, which is why we prioritize tailored communication. We ensure that our messages and advice are tailored to suit your individual circumstances and preferences.


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Pension planning

In this ever-changing employment market, we understand that some of you may be considering leaving your current employer due to layoffs or to explore new opportunities.

If you find yourself in a situation where your pension needs to be transferred, we're here to assist. Whether it's the:

  • Commuted value of a Defined Benefit Pension (DBP)

  • Accumulated assets of a Defined Contribution Pension (DCP)

  • Group Registered Savings Plan (RSP)

With 30 years of experience helping Albertans navigate these transfers, we are well-equipped to guide you through the process. We handle all the details to ensure a smooth transition, allowing you to focus on seizing your next life opportunity.


Transferring your pension?