Capital Edge Financial Planning
70Good21143 48 Ave NW, Edmonton, AB T6M 0G2, Canada
About
Capital Edge Financial Planning offers insurance, investment planning, and retirement guidance for individuals and business owners in Edmonton, Alberta.
Senior Care Path Summary
Capital Edge Financial Planning helps individuals and small business owners build clear, easy-to-understand financial plans focused on insurance protection, investment planning, and retirement security. The firm emphasizes a relationship-based approach with straightforward guidance about managing emotions in investing and locking in coverage while healthy.
Their process spans discovery to implementation and ongoing monitoring, with clients reporting positive experiences navigating life insurance, retirement goals, and financial organization. Available by phone at 780-761-3343.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Individuals building retirement plans
- People seeking life insurance protection
- Those needing investment and financial clarity
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
92 Google reviews
Most recent reviews
Jaylene Gress
2 months ago · via Google
Dave has been amazing! From our first meeting with him he defiantly put our minds at ease and reassured us that we are definitely on track for our retirement goals. Peggy is super thorough and fast at getting us set up with all our account info and user management. Thank you both! Highly recommend
C Sandford
3 months ago · via Google
Exceptional Service and Expertise We had an outstanding experience working with Dave and his team on our life insurance policy. They took the time to understand our needs, explained all the options clearly, and helped us choose a plan that gives us real peace of mind. Their professionalism and responsiveness made the whole process smooth and stress free. Even with our schedule changing, they accommodated us every time. We felt supported every step of the way, and never rushed or pressured. Highly recommend to anyone looking for knowledgeable, trustworthy guidance on life insurance.
Andrew Briggs
4 months ago · via Google
Dave is amazing to work with. I have a fairly complex financial situation with owning a corporation while also going through a divorce, and he was extremely helpful in navigating everything. He took the time to understand the details and provided clear guidance that made a big difference. I really appreciate his support and would highly recommend him.
Summary of Google Reviews
Summarized by Senior Care Path from Capital Edge Financial Planning's Google rating and recent reviews. Confirm specifics with the provider.
Capital Edge Financial Planning holds an excellent 5.0-star rating across 92 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
- A safe, reassuring environment
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
Location
21143 48 Ave NW, Edmonton, AB T6M 0G2, Canada
Also serves
- Edmonton, Alberta