RGA Financial
54Developing10585 111 St NW #100, Edmonton, AB T5H 3E8, Canada
About
RGA Financial is a financial planning firm based in Edmonton, Alberta, providing holistic planning including tax, investment, insurance, and legacy strategies for families and business owners.
Senior Care Path Summary
RGA Financial offers comprehensive financial planning tailored to your circumstances, with a focus on protecting, growing, and transferring your legacy. Their team has rigorous training in financial planning, investment management, and accounting, and they help families navigating inheritance alongside business owners and professionals.
With 30 years serving Alberta families, RGA Financial prioritizes clear communication and client relationships. They offer planning across tax and investment strategies, insurance, and corporate matters, with offices in downtown and south Edmonton available by appointment.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Families navigating inheritance
- Business owners and entrepreneurs
- Farming families
- Professionals seeking legacy planning
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
5 Google reviews
Most recent reviews
Kate Talbot
a year ago · via Google
I wanted to write about my experience with Taylor Zimmerman at RGA Financial, as I couldn't ask for better service and advice. When I showed up at Taylor's office many years, newly divorced and a single mom of small children with little income and significant concern about my and my children's future. Taylor, not only listened to my story, but provided me wonderful and enduring advice of handling of insurance at that moment. Fast forward to significant improvement in my financial position, Taylor has consistently knocked it out of the park with advice of about additional insurances and investments both personally and professionally putting me in an excellent current and future financial position. I have recommended him to many friends and colleagues and will continue to do so. Thank you so much, Taylor for your time, knowledge and patience.
Bob Ascah
a year ago · via Google
My wife and I have been Ron's clients for about thirty years. We are very satisfied with both the tax services and the annual financial check-ins. Our family members have also used his services and also have been fully satisfied.
Ann Barnes
a year ago · via Google
Ron thoroughly explained the investment strategy he recommended for me in terms that I understood. He is approachable, extremely knowledgeable and guides me in a professional yet friendly manner. Highly recommend.
Summary of Google Reviews
Summarized by Senior Care Path from RGA Financial's Google rating and recent reviews. Confirm specifics with the provider.
RGA Financial holds an excellent 5.0-star rating across 5 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
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
10585 111 St NW #100, Edmonton, AB T5H 3E8, Canada
Also serves
- Edmonton, Alberta