Financial Planner Edmonton
Simple, Secure & Successful Financial Planning for Every Stage of Life
Making money should not come with the constant fear of losing it. Meet your financial goals with DW Good Investments. With over 30 years of experience across changing market trends and a team of seasoned value-based managers, our financial strategies protect, reward, and ensure peace of mind.
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Meet us in Edmonton
Accelerate your financial security, meet us in-person in our Edmonton office.
Why Choose DW Good
How it Works. The DWGood Process
Step 1: First call
We offer investment solutions free from front-end loads or deferred sales charges, helping keep costs transparent and aligned with your long-term objectives.
Step 3: Review
Successful investing often requires going against popular sentiment. Our philosophy emphasizes discipline, patience, and careful analysis rather than following the crowd.
Step 2: Build
We are not affiliated with banks, insurance companies, or investment dealers—allowing us the freedom to act objectively and respond thoughtfully to market conditions.
Step 4: Ongoing check-ins
With decades of experience across multiple market cycles, our advisors bring perspective, insight, and steady guidance—especially during periods of uncertainty.
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Fees and how we get paid
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No Sales Fee
100% of your investment amount is actually invested. We do not deduct upfront commission/sales fee.
No Exit Penalties
Plan to sell or redeem your investment? We don't charge exit penalties.
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.
CREDENTIALS
Experienced Advisors.
Focused on Your Financial Well-Being.
Our team brings decades of experience, disciplined thinking, and a shared commitment to providing independent investment advice. Each advisor works closely with clients to understand their goals and deliver thoughtful, long-term guidance.
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
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Michael Robert
Web Designer
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Frequently Asked Questions
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 holistic approach, we explore different investment opportunities for a diverse portfolio, which adjusts to your goals and ensures long-term financial success.
Can we meet in Edmonton?
Yes. We’re happy to meet in person at our Edmonton office, or connect over a video or phone call to discuss your investment accounts.