We use a systematic and proactive approach to understanding your goals and objectives to
ensure that the right product suits your needs. The best service we can provide is to help you
Welcome to Moran Financial
Trusted Advisors in Edmonton
When you have questions about safe investment plans it can be hard to know who to trust.
Perhaps you have concerns about your wealth accumulation strategies, tax efficiency of your current plan,
whether you have enough income protection in the case of death, disability and critical illness, or
recapturing money you are currently losing unknowingly through taxes, nondeductible debt, or interest
A Variety of Clients
For over 25 years, we have provided wealth accumulation and wealth protection services. Our clients have a
variety of backgrounds. Some are planning ahead with customized wealth accumulation strategies that
allow them to recapture the lost opportunity cost on their dollars; while others are managing their
household after a disability, a critical illness or death. Our corporate clients might be in the process of
setting up operating accounts to reduce tax, recapturing the interest they are paying to banks and finance
companies, or funding shareholder agreements between partners.
A Broad Range of Services
No matter what your financial dreams are, consider how Moran Financial may help you.
• "Your Money Your Way" Wealth Accumulation Questions: Will I be able to retire doing what I am
currently doing now? How much will I be able to spend when I retire? Will it last all of my life expectancy
doing what I’m doing now? How can I improve what I’m doing? How long will I have to continue working to
retire at my present lifestyle?
• Lifestyle expenses: Our strategies do not take away from your lifestyle, quite the contrary. By avoiding
unnecessary expenses the dollars you were losing are now freed up to put towards wealth accumulation
and increasing your lifestyle.
• Recovering Lost Opportunity Costs: This is a very important term in our books and represents the
interest you could have earned had you been able to avoid losing it or paying it to someone else. The
dollars paid in interest costs or taxes not only cost you those dollars but also cost you what those dollars
could have earned.
• Protecting your wealth accumulation: Our strategies will guarantee you an income if you are disabled
and can’t work, or ensure money is available if you experience a critical illness, or protects your loved ones
from financial ruin in the event of your death.
Located in Edmonton
Our offices are conveniently located in the south side of Edmonton.
Contact us today by calling (780) 438-0763.