Family Financial Advisement Edmonton
Thoughtful Financial Advisory. Education, Housing, Retirement & Everything in Between
Family financial advisory covers a plethora of unique situations. Right from day-to-day life events to long-term goals. D.W. Good Investments brings over 30 years of experience to track your family savings while you live life with ease.
Secure Your Family’s Financial Future.
- Trusted Partner
- Clear, Structured Guidance
- Long-Term Wealth Discipline
- Tax & Investment Coordination
Proven Track Record
Experience. Scale. Trust.
Years Experience
Guiding clients through multiple market cycles
Under Management
Assets managed with disciplined, long-term focus
Active Portfolios
Serving individuals, families, and business owners
Client Satisfaction
Built on long-term relationships and trust
Comprehensive Family Financial advisement
What to expect when you plan with D.W. Good Investments?
1. Family Cash Flow Plan
A cash flow plan, or a true map of income and expenses, so you can plan your monthly expenses smoothly with a custom family budget.
2. Debt Repayment Strategy
A precise debt repayment plan with clear priorities, so you don't feel pulled in all directions.
3. Customized Plan
An emergency fund beyond the generic 3-6 month target, as per your income, needs of the family members and expenses.
4. Goal-Based Savings Plan
A savings plan for your short-term as well as long-term goals that impact your family's future.
5. RESP Planning Strategy
A Registered Education Savings Plan (RESP) tied to your timeline and comfort level
6. RRSP & TFSA Contribution Plan
Registered Retirement Savings Plan and Tax-Free Savings Account contribution plan that matches your income
7. Estate Coordination Review
A risk plan, insurance gaps, beneficiary checks, basic estate coordination list, and holistic financial advice.
8. Ongoing Plan Review Cadence
A review cadence, so the solid financial plan remains relevant across all life stages.
How Family Planning Works
Our Detailed Plan for Edmonton families
Your plan usually pulls income from:
- Mortgage payments, rent, and housing upgrade timing
- Childcare and children's education costs, accommodating annual changes
- One income years, parental leave, job loss and switches, other sources of income
- Short-term goals, travel plans, car payments, renovation and moving costs
- Debt pressure, credit cards, lines of credit, student loans
- Benefits, pensions, and matching from employers
- RESP planning and steps to take when cash feels tight
- Insurance coverage for income, health, and life events
- Consultation on steps to take when a parent gets sick, loses work, or needs time off
The Process
How it Works?
The D.W. Good Process
Step 1: Connect
Our financial advisor connects with you to learn more about your life goals, your dependents, income setup, spending habits and, the potential issues that may disturb your future goals.
Step 2: Plan
You share relevant documents with us, which help us map cash flow, debt, savings, income tax, health insurance, and risk tolerance.
Step 3: Plan
We walk you through the plan and budgeting tips. You pick the 30- to 90-day actionable next steps towards lasting financial security.
Step 4: Execute
Our flexible plan adjusts and accommodates life as it unfolds, with big life changes, job switches, a growing family, home repairs, unexpected expenses, major purchases.
What We Do
Services
Practical family financial advisory designed to support income stability, savings growth, tax efficiency, and long-term security.
Family cash flow planning
We plan a monthly system customized to your income and expenses, along with a complete guide that ensure the plan works even when life gets busy.
RESP planning
We plan the precise contributions you need to make to keep your child’s education fund simple and adequate.
RRSP and TFSA planning
We pick the right mix for your household and savings goals.
Debt and emergency fund planning
We set priorities and build breathing room with enough money as per the needs of your loved ones.
Investing plan for families
We set allocation and mutual fund choices based on your timelines and risk comfort.
Insurance and beneficiary check
We close the gaps in life insurance coverage and keep paperwork clean.
Your Advisory Team
Experienced Advisors.
Focused on Your Financial Well-Being.
Support your family with clear financial direction, better money habits, and long-term stability. Feel confident about the choices you make today and tomorrow.
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
Clear. Fair. Transparent.
Fees and how we get paid
We believe in transparency, fairness, and clarity in how we are compensated.
No Sales Fee
100% of your investment amount is actually invested. We do not deduct upfront commission/sales fee.
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.
No Exit Penalties
Plan to sell or redeem your investment? We don't charge exit penalties.
Edmonton-Based Advisors
Meet us in Edmonton
Accelerate your financial security, meet us in-person in our Edmonton office.
A local team with decades of experience guiding retirement decisions.
Family Financial Cash flow Tool
Understand Your Monthly Financial Capacity
Estimate your household income, expenses, and surplus to see what’s realistically available for saving and investing.
Family Cash Flow Snapshot
Strategic analysis of your household income and lifestyle costs to determine your actual monthly capacity.
FAQ's
Frequently Asked Questions
Clear guidance on common family financial questions and how we work with clients.
How much should we save each month as a family?
That amount is unique to your family, and depends on your core living expenses, debt payment, and emergency fund target. Furthermore, we also divide a family’s savings option as short-term and long-term needs, to avoid dipping into your investment account for life’s simple joys.
Should we use RRSP, TFSA, or RESP first?
This too depends on your income, timeline, and the ages of your children. A coordinated plan will be the right mix of plans. While TFSA allows flexibility, making it an ideal investment solution for short-term goals or even emergency savings, the RRSP needs some tactical thinking, as it’s the best investment option for those expecting to be in a lower tax bracket during retirement.
Should we pay off our debt first or start investing?
The decision depends on the type of debt, its interest rate, and your overall financial stability. While paying off a high-interest debt does take priority, but placing your investment portfolio on hold is not wise.
How do we know if our retirement planning is on track?
Being on track with your retirement plans does not mean achieving a magic number in your bank account, rather it is about receiving income from multiple sources and living your desired lifestyle without dipping into your retirement funds.
Can we meet in Edmonton?
Yes. We meet with families in Edmonton, and we also offer virtual meetings to discuss your family planning.
Contact us
Build Your Family's Safety Net with Us
Find guidance, expertise and experience at D.W. Good Investments. Disciplined saving is a step away.