SERVING CANADIANS FOR
OVER 25 YEARS
Our mission is to enrich the lives of our clients and community through sound financial advice, integrity and a commitment to service. To inspire our clients in making informed decisions through education, communication, and service that exceeds their expectations.
Why Choose Us?
Check Your StocksClick here and check your stocks. 
MDRTThe premier association of Financial Advisors worldwide and James who is the top 3% has been a member for a number of years. 
AdvocisThe home of Canada’s Financial Advisors. 
Meet the TeamWe begin with an in-depth discussion of your current finances and objectives. 
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Financial Services and Planning with YOU in mindAs one of the leading teams of Financial and Investment Advisors in Edmonton Moore Planning Group offer Financial and Insurance Planning, Investments for both family and corporate clients. Our team of professional Financial Planners work with both your pre and post tax dollars to maximize your insurance and investment needs and planning.Our focus is simple but unique - building comprehensive financial plans with actionable recommendations and providing ongoing monitoring. To ensure you have adequate risk management measures in place to reduce the potential of unforeseen events in life having an adverse effect on your retirement and financial goals. To develop a financial strategy that will help guide you through your retirement years, realizing an active and exciting retirement, for when you are ready.
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Financial Plannning