Try Our Financial
Solutions That Work

Try Our Financial
Solutions That Work

Try Our Financial
Solutions

Try Our Financial
Solutions That Work

Try Our Financial
Solutions That Work

Try Our Financial
Solutions

Try Our Financial
Solutions That Work

Try Our Financial
Solutions That Work

Try Our Financial
Solutions

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About Me

I presently work as a Certified Financial Planner...

Family is important

I am active in the St. Albert community and enjoy coaching both of my sons in baseball with the St Albert Minor Baseball Association (SAMBA) during the summer months and coaching volleyball with St Albert Sturgeon Volleyball Club (SAS) during the winter months.

Exercise is a proactive way to enhance our physical condition and combat disease and it is recognized as an essential element in building and maintaining mental fitness. I remain active by participating in downhill skiing, indoor volleyball as well as mountain biking.

 


Why Me

Accumulation = Performance | Retirement Income = Strategy

Process that I follow with my clients

My clients’ interest always comes first. My experience shows that if I serve my clients well, my own success will follow. For more than 18 years now, I have been helping individuals, business owners and families plan for their retirement. I know an important aspect of total wealth management in pre-retirement years and well into retirement consists of generating income from various sources in the most efficient way possible. As a Certified Financial Planner specializing in retirement income planning, I understand that retirement planning is different from investment planning. It is not as much about delivering high rates of return as it is about delivering a consistent level of income for as long as possible. Retirees are looking for some security in retirement and should be focusing on generating the maximum amount of income from all available sources. This includes managing income to take advantage of the various government programs, including Canada Pension Plan (CPP), Old Age Security (OAS) and using the various tax credits available to Canadian retirees…more+

Wealth Management

I am committed to delivering a transparent and disciplined approach to building client investment portfolios. In a world of increasingly volatile markets where past performance is an uncertain and reckless guide to future returns, a long-term strategy for investment planning is essential to help protect the wealth of my clients.

Retirement Income Strategy.

An important component of total wealth management in pre-retirement years and well into retirement involves generating income from various sources in a tax effective way.
This could include:
» Drawing on registered plans prior to full retirement
» Receiving tax-efficient income once retirement begins

Financial Planning Fees

The fee to complete a financial plan is determined according to the complexity of your financial situation. In general, the more complex your situation and needs, the higher the cost. Any applicable fees will be negotiated and fully discussed prior to any planning sessions.

My Specialty

You deserve professional guidance

My Unique Approach

My goal is to help you achieve your goals and dreams, knowing that you have taken action to help protect and enhance your family’s financial security. I follow a more holistic approach when working with families and business owners to:

» Uncover tax inefficiencies to help accelerate the growth in your investment portfolios
» Construct truly diversified investment portfolios taking into account today’s economic climate and recognizing which asset classes to focus on
» Reduce risk by constructing portfolios that are geared towards producing income while at the same time looking for inefficiencies in the marketplace to enhance annual returns
» Help protect on the downside when opportunity presents itself by reducing exposure to equities
» Provide solutions to high net worth individuals who are maximizing their RRSP contributions and are looking for additional tax efficient solutions
» Benjamin Franklin once said: “Those who would give up essential Liberty, to purchase a little temporary Safety, deserve neither Liberty nor Safety.”

Follow Me on

  • “We began working with Anatole after the financial crash in 2008. Since then, he has guided our overall investment strategy, resulting in the recovery of a significant portion of our former net worth. We find him to be a dedicated and knowledgeable financial planner. He researches the various funds and stays current on business and market environments in the world. Anatole provides personalized service, meeting with us on a regular basis to ensure our investment strategy reflects our goals and personal situation. We would highly recommend his services.” Edmonton, AB
  • “We've had Anatole handling our investments for several years now. We're consistently pleased with his forward looking vision and focus on both growth and, in these turbulent times, conservation of wealth. He has shown flexibility and versatility in handling both our traditional 'employee' finances, and those of a small limited business. When comparing notes with our friends, we're always extra glad we found Anatole.” Fort Saskatchewan, AB

Address

Suite 2900, 10104 - 103 Ave NW Edmonton, AB T5J 0H8

Phone

+(780) 991-8653

Email

anatole.nykolyshyn@f55f.com

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