Wealth, thoughtfully stewarded for generations.
Aldergrove Private Wealth advises Alberta families, professionals and business owners with a fee-only, fiduciary approach.
Patience is the quiet advantage.
We do not chase headlines or sell products. We build durable plans, invest with discipline and sit on the same side of the table as you, always.
Every client works directly with a senior advisor and a small dedicated team, for as long as you need us.
A complete view of your wealth.
Investment management
Disciplined, globally diversified portfolios built around your goals and risk.
Retirement planning
Cash-flow modelling, RRSP to RRIF strategy and pension decisions made with clarity.
Tax & estate
Coordinated with your accountant and lawyer to protect what you have built.
Business owners
Succession, holding-company strategy and liquidity planning for your exit.
Clarity, then confidence.
Discover
A private conversation about your family, goals and what keeps you up at night.
Design
A written wealth plan with clear projections and an investment policy.
Implement
We build and rebalance your portfolio and coordinate every moving piece.
Steward
Quarterly reviews, annual plan refresh and a direct line to your advisor.
“For the first time, our retirement, our business sale and our children’s future all live in one plan. We finally sleep well.”
Margaret & Paul H., retired physiciansSample testimonials for demonstration purposes only.
Your legacy deserves a plan.
A complimentary, confidential 45-minute consultation with a senior advisor. No obligation.
Request a consultationOffice hours
| Monday | 9:00 – 17:00 |
| Tuesday | 9:00 – 17:00 |
| Wednesday | 9:00 – 17:00 |
| Thursday | 9:00 – 17:00 |
| Friday | 9:00 – 15:00 |
| Saturday | By appointment |
| Sunday | Closed |
Visit us
Suite 2200, 10180 101 St NW
Edmonton, AB T5J 4K1
(780) 555-0193
counsel@aldergrove.example
Request a consultation
Aldergrove Private Wealth is a fictional firm created for demonstration. Figures shown are illustrative only and do not constitute investment advice. Past performance is not indicative of future results.