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.
- 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
Structured Financial Planning
When you Plan Finances with DW Good Investments, You Get
1. Financial Plan
A written comprehensive financial plan you can follow.
2. Asset Allocation
Clear asset allocation and risk tolerance analysis.
3. Value-based Mutual Funds
Thoughtful investment choices in value-based mutual funds.
4. Legacy Planning
From education planning and legacy planning to estate planning and strategic tax planning, investment services for all life stages.
5. Tax Efficiency
RRSP and TFSA contribution plan to support tax efficiency.
6. Constant Monitoring
A review schedule, so your plan stays current.
Our Investment Philosophy
How we invest?
A disciplined, long-term investment approach built on fundamentals and careful risk management.
- We invest with a long-term focus.
- We avoid speculative strategies.
- We use a bottom-up approach keeping the big picture in focus.
- We prefer value investing, using managers who focus on fundamentals like earnings, book value, dividend yield, and low debt.
- We stay willing to go against popular trends of the financial services industry when the data supports it.
The Process
How it Works?
The DWGood Process
Step 1: Connect
We listen to your current financial position, your financial goals, the expected timeline, and most importantly, your risk appetite.
Step 2: Plan
You share key numbers, and we propose asset allocation and fund options.
Step 3: Review
We walk through the investment strategies. Once approved, we go ahead with next steps of investment management.
Step 4: Grow
The right investment plan begins with a set cadence that adjusts with your life events.
Our Core Expertise
Services
Practical financial planning services tailored to your goals, risk profile, and long-term priorities.
Mutual Fund Selection
Building your financial future needs a long-term vision. We handpick value-first funds.
Asset Allocation
Your goals, financial objectives, risk toleracne combined with the expertise of our portfolio manager and our sound investment solutions decide the allocation mix.
Saving for the Future
Our wealth advisors secure your business income or savings, whether for education or retirement, with RRSP, TFSA, and more.
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
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.
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.
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.
FAQ's
Frequently Asked Questions
Clear guidance on common retirement planning questions and how we work with clients.
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.
Contact us
Your Journey to Financial Freedom Starts Here
Find guidance, expertise and experience at DW Good Investments. Disciplined saving is a step away.