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Fincor Financial

Crafting Your Path to

Financial Success

WHO WE ARE

Comprehensive Wealth Management Tailored to You.

At Fincor Financial, we’re committed to shaping personalized financial strategies that help you set clear goals and turn them into reality. Our team specializes in investment*, tax, and estate planning, working alongside you to provide outstanding support and ensure your financial success. 

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Personalized Wealth Strategies for Your Individual Path

WHAT WE DO

Everyone Has a Strategy,
Ours Redefines Excellence.

As financial professionals, we understand that your plan is the foundation of everything we do. Life is constantly evolving, and our digital platform allows us to co-create a strategy that aligns with your goals and turns them into reality. With our personalized services, you can move forward confidently, without concerns over market shifts, portfolio changes, or unexpected financial obstacles.

Our Services

Financial Planning

We provide personalized financial planning, offering tailored strategies for retirement, investments, and tax optimization to help you achieve long-term financial success.

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Tax Preparation

We provide expert tax preparation services to ensure your filings are precise, helping you minimize your tax burden while maximizing savings and staying compliant.

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Will Preparation

With professional legal guidance, we offer will preparation services to safeguard your assets and ensure your estate is distributed according to your wishes.

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Loans and Mortgages

Whether for home purchases or refinancing, we assist clients with loans and mortgages, offering expert guidance to secure favourable rates and terms.

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Insurance

We collaborate with you to create personalized insurance plans designed to protect your assets, your loved ones, and your future.

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Portfolio Management

We take a focused approach to portfolio management, working closely with you to understand your financial goals, risk tolerance, and investment preferences.*

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COMMUNITY

How We Give Back.

At Optimize, we believe in the power of community. We live, work, and raise our families here, and we're committed to giving back in meaningful ways. By actively supporting and engaging with those around us, we strive to make our community stronger and more vibrant for everyone.

Contact Us

Location

Suite 403, 1 Tache St
St. Albert, Alberta
T5S 1J4
Canada

Contact

780-410-2007

Hours

8:30 AM - 5:30 PM

(Monday to Friday)

*All registrable activities are performed by a registered Associate Portfolio Manager or Portfolio Manager of Optimize Inc. Registrable activities performed by an Associate Portfolio Manager are provided under the supervision of a Portfolio Manager. Fincor Financial are not licensed to provide investment advice on securities or perform any other registrable activity. Fincor does however provide insurance solutions to residents of Alberta through their MGA, PPI.