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Legacy starts with BIG thinking

BIG – Badger Investment Group are Family Enterprise Advisors (FEA) who help families
connect their core values to their financial plan bringing their legacy to life. We are a
passionate, multi-disciplinary group of professionals dedicated to empowering families
to be the best version of themselves.

We are committed to leading a revolution in legacy planning designed to educate,
enrich and inspire – and setting a new standard for the kind of advice and guidance
all families should demand from their advisors.

Our Mission

To lean families through a journey of discovery, change their lives for the better and provide
them with a legacy roadmap that is aligned with their core values.

Our Vision

To change the world by helping families realize multi-generational success.

We offer best-in-class fiduciary wealth management, financial planning strategies and financial advice aligned with your family's core values.

Wealth Management

We focus on providing customized investment planning and wealth management to our clients. No client is the same, which is why we offer a wide range of investment services and asset management. From private wealth management to corporate wealth services, we strive to provide the best service to our clients by providing consistent financial and investment advice.

Financial Planning

Developing a strong financial plan with a Certified Financial Advisor will help ensure that you have the information and tools to make the right investment choices for you, your family and your business. At Badger Investment Group, we know how important it is to develop plans that consider both your current and future needs – and those of your loved ones. Our Wealth & Estate Planning Specialist can guide you through this process, helping to ensure you make the most of your investments.

Legacy Planning

We interview every family member to understand each person’s perspective and collectively develop a well-rounded view of their goals. In every case our objective is to eliminate friction, resistance and inaction by achieving alignment within the family – creating compassionate, emotional relationships that thrive through the pursuit of common goals. We realize no two situations are the same and by helping clients identify and articulate their aspirations we develop a plan to set them up for generational success. After all, that’s why it’s called succession planning.

Capital Markets & Private Placements

Private placements include offering types ranging from friends and family investments in a new retail establishment, to angel investments in a social enterprise, to institutional and venture capital investment in a growth company. If you are interested in learning more about private placements, contact us!

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That is why we work diligently to deliver in-depth retirement planning no matter what stage of your life you are in. We simplifying life's complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you will ever need.

Insurance Planning 

We provide specialized expertise and insurance strategies for business owners, entrepreneurs, corporate executives, high net worth families and professional athletes. We help clients with unique insurance products and comprehensive estate planning solutions. Our team of experts works with clients to craft custom insurance, benefit and business planning portfolios to preserve and transfer wealth on a tax-advantaged basis.

Best-In-Class Investment Advice

Our unique designations from Family Enterprise Advisor, Chartered Financial Analysts, Finance MBA, Portfolio Manager and Master's in Leadership allow us to provide our clients with the depth and knowledge of unmatched investment advisory services.

Best-In-Class Service

Our mission and core values are not just lip service - they are the foundation of everything we do. They reflect what is truly important to us and serve as a compass for our actions. It is most important to us that our clients can go to sleep at night knowing their investments and financial future are taken care of.

Best-In-Class Portfolio Management

We seek excellent securities and products with sustainable competitive advantages as bottom-up fundamental investors, regardless of industry or economic conditions. We believe that we can provide investors with above average, long-term, risk-adjusted returns by consistently following our investment philosophy and process.

Using virtual meetings, Badger Investment Group is an Edmonton-based Holistic Wealth Management Firm serving Canada Nationwide in all major cities, including Edmonton, Calgary, Toronto, Vancouver, Montreal, Saskatoon, and Winnipeg. Book a meeting for a free no-obligation portfolio review today.

Canadian Wealth Management Firm with Fiduciary Financial Advisors, Certified Financial Planner Services, Chartered Financial Analysts & Family Enterprise Advisors located in Edmonton, Alberta.

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Service area

Wealth management and legacy planning team based in Edmonton, Alberta. Our professional financial and investment advisors leverage both in-person and virtual meetings to service the following greater areas: Edmonton, Alberta - Calgary, Alberta - Vancouver, British Colombia - Kelowna, British Colombia - Victoria, British Columbia - Saskatoon, Saskatchewan - Regina, Saskatchewan - Winnipeg, Manitoba - Ottawa, Ontario - Toronto, Ontario - Quebec City, Quebec - Montreal, Quebec - Fredericton, New Brunswick - St. John's, Newfoundland and Labrador - Yellowknife, Northwest Territories - Halifax Nova Scotia - Charlottetown, Prince Edward Island - Whitehorse, Yukon - Iqaluit, Nunavut.