CBA Wealth

CBA Wealth Our independent advisors will work closely with you to craft a comprehensive plan, designed to simplify the journey ahead.

We’ll help you create clear, actionable goals that will achieve your full financial potential.

Many families avoid conversations about money because they can feel uncomfortable or emotional. Talking openly about est...
06/02/2026

Many families avoid conversations about money because they can feel uncomfortable or emotional. Talking openly about estate wishes, insurance coverage, and long-term goals can help prevent confusion later on. These discussions do not need to happen all at once. Starting the conversation now can help create more clarity for the future.

Unexpected situations can happen at any stage of life. An illness, injury, or sudden change in income can place added pr...
05/28/2026

Unexpected situations can happen at any stage of life. An illness, injury, or sudden change in income can place added pressure on families and businesses without the right protection in place. Reviewing insurance coverage and emergency planning regularly can help you feel more prepared for the unknown. Small updates today can make a meaningful difference later on.

Running a business often means focusing on everyone else before yourself. Over time, it is easy for retirement planning,...
05/26/2026

Running a business often means focusing on everyone else before yourself. Over time, it is easy for retirement planning, insurance coverage, and long-term financial goals to get pushed aside. Taking a step back to review these areas can help create more stability for both your business and your family. Even a short planning conversation can help bring clarity to your next steps.

Estate planning is not only for retirees or business owners. Having updated documents and clear instructions can help re...
05/21/2026

Estate planning is not only for retirees or business owners. Having updated documents and clear instructions can help reduce stress for loved ones during difficult times. Wills, powers of attorney, and beneficiary designations should be reviewed regularly as life changes. A simple conversation today can help your family feel more prepared in the future.

Retirement is about more than reaching a certain age or savings goal. Many people also think about travel, family time, ...
05/19/2026

Retirement is about more than reaching a certain age or savings goal. Many people also think about travel, family time, healthcare costs, and creating a reliable income that lasts. Looking at your retirement strategy regularly can help you stay focused on the lifestyle you want in the years ahead. Taking time to review your goals today can make future decisions feel much clearer.

A lot can change over the years. Buying a home, raising children, growing a business, or preparing for retirement can al...
05/14/2026

A lot can change over the years. Buying a home, raising children, growing a business, or preparing for retirement can all affect the type of insurance coverage that makes sense for your situation. Reviewing your protection regularly can help make sure your coverage still fits your life today. A quick review now can help avoid bigger surprises later.

Financial decisions don't have to be overwhelming. We bring clarity and calm to every conversation.
04/30/2026

Financial decisions don't have to be overwhelming. We bring clarity and calm to every conversation.

Your team deserves more than the minimum. Let's build a benefits plan that truly supports their well-being.
04/28/2026

Your team deserves more than the minimum. Let's build a benefits plan that truly supports their well-being.

Don't wait until life forces your hand. Talk to us today about preparing for tomorrow.
04/23/2026

Don't wait until life forces your hand. Talk to us today about preparing for tomorrow.

Whether you need insurance for your family or your company, we are here to guide you through your choices with care.
04/21/2026

Whether you need insurance for your family or your company, we are here to guide you through your choices with care.

Address

Suite 305, 9622 42 Avenue Whitemud Business Park, Bld #2
Edmonton, AB
T6E5Y4

Opening Hours

Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+17804402299

Website

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