Financial Advisor Edmonton
Simple, Secure & Successful Financial Advisory for Every Stage of Life.
Making money should not come with the constant fear of losing it. Meet your financial goals with D.W. Good Investments.
With over 30 years of experience across changing market trends and a team of seasoned value-based managers, our financial strategies protect, reward, and ensure peace of mind.
- Trusted Partner
- Clear, Structured Guidance
- Long-Term Wealth Discipline
- Tax & Investment Coordination
Proven Track Record
Experience. Scale. Trust.
Years Experience
Guiding clients through multiple market cycles
Under Management
Assets managed with disciplined, long-term focus
Active Portfolios
Serving individuals, families, and business owners
Client Satisfaction
Built on long-term relationships and trust
Structured Financial Advice
What to expect with D.W. Good Investments?
1. Financial Snapshot
We will document your current financial situation and look for inefficiencies
2. Asset Allocation
Clear asset allocation and risk tolerance analysis of your total wealth
3. Value-based Mutual Funds
Thoughtful investment choices in value-based mutual funds
4. Legacy Planning
From education planning and legacy planning to estate planning and strategic tax planning, investment services for all life stages, including retirement planning.
5. Tax Efficiency
RRSP and TFSA contribution plan in the most tax-efficient ways
6. Constant Monitoring
A review schedule, so your plan stays current
Our Investment Philosophy
How we invest?
A disciplined, long-term investment approach built on fundamentals and careful risk management.
- We invest with a long-term focus.
- We avoid speculative strategies.
- We use our deep knowledge and bottom-up approach, keeping the big picture in focus.
- We are willing to go against popular trends of the financial services industry when the data supports it.
The Process
How it Works?
The D.W. Good Process
Step 1: Connect
We listen to your current financial position, your financial goals, the expected timeline to fulfil this financial journey, and most importantly, your risk appetite.
Step 2: Plan
You share key numbers of your financial matters, and we financial advice for asset allocation and fund options.
Step 3: Review
We will review our overall plan and make sure you are comfortable with all aspects of it.
Step 4: Grow
The right investment action plan begins with a set cadence that adjusts with your life events.
Our Core Expertise
Services
Practical financial advising services tailored to your goals, risk profile, and long-term priorities.
Mutual Fund Selection
Building your financial future needs a long-term vision. Our Senior Financial Advisor handpicks value-first funds.
Asset Allocation
Your goals, financial objectives, and risk tolerance, combined with the expertise of our senior portfolio manager and our sound investment solutions, decide the allocation mix.
Saving for the Future
Our senior wealth advisors secure your business income or savings of business owners and employed individuals, whether for education or retirement, with RRSP, TFSA, and more.
Your Advisory Team
Experienced Advisors.
Focused on Your Financial Well-Being.
Our team brings decades of experience in family financial advisement helping you build stability, protect what matters, and plan confidently for the years ahead.
Dan Good
President and Advisor
Michael Good
Financial Advisor
Brian Esler
Investment Advisor
Laszlo Szojka
Investment Advisor
Trish Branter
Investment Advisor
Greg Lindholm
Investment Advisor
Clear. Fair. Transparent.
Fees and how we get paid
We believe in transparency, fairness, and clarity in how we are compensated.
No Sales Fee
100% of your investment amount is actually invested. We do not deduct upfront commission/sales fee.
On-going Management Fees
Our compensation comes from a portion of the fund’s ongoing management fees for servicing your account.
Detailed Fee Structure
Transparency from the word go. We walk you through our fee structure in detail before you commit.
No Exit Penalties
Plan to sell or redeem your investment? We don't charge exit penalties.
Edmonton-Based Advisors
Meet us in Edmonton
Accelerate your financial security, meet us in-person in our Edmonton office.
A local team with decades of experience guiding retirement decisions.
FAQ's
Frequently Asked Questions
Clear guidance on common financial questions and how we work with clients.
How do you get paid if you say “no fees”?
Our portfolio management team receives a portion of the fund’s ongoing management fee for servicing and managing your account.
Do you only use mutual funds?
Mutual funds are one of the tools we use, but not the only one. With our holistic approach, our associate portfolio managers explore different investment opportunities for a diverse portfolio, which adjusts to your cash flow, goals and ensures long-term financial success.
Can we meet in Edmonton?
Yes. Our financial consultant is happy to meet in person at our Edmonton office or connect over a video or phone call to discuss your investment accounts.
Contact us
Your Journey to Financial Freedom Starts Here
Find guidance, expert advice and financial well-being at D.W. Good Investments. Disciplined saving is a step away.