RGA Financial is an Edmonton-based financial planning firm with established roots serving families in Alberta. The firm helps clients turn their priorities into a tailored financial roadmap, supporting informed decisions through different stages of life. Its holistic planning services cover tax and investment strategies, insurance, and corporate planning, with an emphasis on protecting, growing, and transferring clients’ legacies.

RGA Financial works with business owners and entrepreneurs, farming families, medical and other professionals, professors, public sector employees with Alberta defined-benefit pension plans, and families navigating inheritance. The firm’s team brings education and training in financial planning, investment management, and accounting, and regularly prepares financial plans using relevant trends and assumptions.

The firm describes its approach as relationship-focused, prioritizing clients’ best interests, clear communication, trust, and strategies tailored to each person’s circumstances. It focuses on financial objectives rather than products. RGA Financial offers appointments at its downtown and south Edmonton offices, along with online client access through MyPortfolio+ and Neontra. Prospective clients can book a meeting or contact the firm by phone.