We help our multi-generational client families create and enjoy wealth through advice and guidance tailored to their unique circumstances and life goals.
Rick Dell offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs. We’ve provided wealth management services since 1994.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
Your financial life should support the way you want to live, not pull your attention in ten different directions. We help bring your investments, tax strategy, estate planning, and business decisions into one thoughtful plan built around your goals, your family, and what matters most to you.
Serving Sherwood Park, Edmonton, and Calgary, as well as clients across Alberta and into B.C.’s lower Okanagan, we help you make smart decisions about what you’ve built, what you want next, and how to put everything in place to support it.
This is why financial planning matters: It helps you step back and make sure the wealth you have built is supporting a life with more options, more flexibility, and more freedom.
Many of the people we work with already have a lot on their plate: business interests, family responsibilities, estate questions, tax considerations, and major decisions all happening at once. Our role is to help make your world feel lighter and more manageable by bringing thought, structure, oversight and steady support to the moving pieces.
This all starts with care. We take the time to understand your goals, your family, and what matters most to your future, then shape our advice around that. The result is planning that feels less like another demand on your time and more like a source of support you can rely on.
We work with individuals and families who want thoughtful, coordinated advice, including:
With an enhanced team-based approach that provides both local and national industry expertise, Rick Dell provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Tax planning plays a central role in what we do, because we understand the way taxes can shape your financial life.
That’s why we help you coordinate personal and corporate tax strategies, and offer advice on how to time income and withdrawals effectively. We also work with you to make decisions that improve long-term outcomes.
We make sure that each decision is in agreement with your broader financial plan.
Investment planning supports both growth and stability.
We help you create portfolios that are in line with your goals, and that integrate with your tax and income strategies. We build in flexibility so that adjustments can be made based on your life stage and priorities.
This is how wealth management connects investments to real outcomes.
Estate planning ensures your intentions are carried forward.
We make sure that this happens by helping you create wills and trusts, as well as coordinating tax-efficient transfers. Through it all, we support family communication and organization so that everyone is on the same page.
The goal is simple: to ensure that planning that extends beyond your lifetime.
Rick Dell and his team have helped me achieve my goal of an early stress-free retirement. I would recommend Rick and his team to anyone who would like to build a ‘nest egg’ for their retirement.
Download our free whitepaper to see how a proper tax and estate plan works with you and your business throughout its life cycle to ensure you are maximizing wealth and minimizing taxes.
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