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 strategies protect you from financial emergencies, reward, and ensure peace of mind.
- Trusted Partner
- Clear, Structured Guidance
- Private Wealth Management
- Tax Benefits & Investment Coordination
Proven Track Record
Experience. Scale. Trust.
Years Experience
Guiding clients through multiple market fluctuations and cycles
Under Management
Assets managed with long-term investment awareness.
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
Leave a legacy with our legacy planning to real estate planning, tax planning, investment management for all life stages, including retirement planning and even philanthropy.
5. Tax Strategies
Our tax advisors implement tax-efficient strategies, which include RRSP and TFSA contribution plans, along with income splitting, for tax-efficient returns.
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, considering inflation rate.
- We avoid speculative strategies.
- We use our deep knowledge and bottom-up approach, keeping the big picture of wealth preservation 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, budgeting plans, 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 provide financial advice for asset allocation and fund options.
Step 3: Review
Our wealth partners review the overall plan, right from trust planning and debt reduction plan to succession planning and philanthropic structuring, ensuring your comfort all along.
Step 4: Grow
With our investment counsellor, 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 income, with RRSP, TFSA, and more.
Your Advisory Team
Experienced Advisors.
Focused on Your Financial Well-Being.
We bring decades of experience to become your family CFO, 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 an 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 integrated wealth planning, our associate portfolio managers and financial planners 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 strategy, financial planning, and business succession.
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.