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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 4pm Friday 9am - 4pm

Abacus Wealth Management

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Edmonton, AB
Abacus Wealth Management

Abacus Wealth Management reserves the right to remove any and all comments in which is deems irrelev

07/29/2024

Let's stand strong in support of Jasper, Alberta. Please bring your bottles to a bottle depot on Wednesday, July 31st and say "This is for Jasper". The provincial and Federal government will match donations ie: $10 will become $30!

03/09/2022

Sometimes a pie chart is just that!

11/25/2020

We would like to first of all, thank you, our clients, for your patience and understanding while we navigate these unprecedented times. Though the COVID epidemic has us pivoting often, we wanted to let you know that we are on site and operating our Edmonton office with a myriad of COVID protocols in place. Should you need anything from your advisor or our staff, please make an appointment and wear a face covering when arriving at our office.
Alternatively, you are welcome to request a virtual meeting using your favorite video conferencing app! From all of us here at Abacus, please stay safe and thank you once again!

07/31/2020

Abacus Wealth Management Inc is seeking an office manager and financial processor. Duties include but are not limited to:

Office reception for walk in clients
Telephone reception
Scheduling
Paperwork processing
Cheque handling
Mail / courier
Word / Excel document preparation
Ordering office supplies
Special event organization

The successful candidate will have excellent organizational and communication skills. The ability to multi-task is a must. It's important to us that the successful candidate has a marquee experience here with us. As such the desire to work in a multifaceted environment with a team of about 15 must be a comfortable fit.
Please send inquiries and resumes to: [email protected]

Have a great day!

03/23/2020

In the spirit of COVID-19 quarantine measures Abacus Wealth Management Inc's Edmonton & Red Deer locations will be closed to foot traffic and our advisors will be asked to avoid coming in unless absolutely necessary. We have instituted a number of protocols to protect you, our valued clients, as well as our advisors and staff so that our service can continue as smoothly as possible. If you have any questions or concerns please contact your representative directly on their mobile phone or via email. As always, we sincerely appreciate your business and your continued support.

01/02/2020

Happy New Year Edmonton! #2020
The start of a new decade means are on a high. One possible strategy to accomplish your goals this year, whether you are just starting out in your first job or you are already retired, is to focus on the little things you can improve month by month; the compound effect works on more than money. Whatever your circumstances, there is always something that can be done to improve your personal situation – either to increase security or to build assets. For younger investors, dollar-cost-averaging (buying investments on a monthly basis no matter what) is a great long-term strategy for building wealth. Every year counts. How is this year going to count for you? Share your 2020 resolutions and goals with us! We're excited to hear them.

12/30/2019

The will be OPEN on December 30, then CLOSED on New Years Eve & Day. Resuming normal business hours on Thursday January 2, 2020.

12/25/2019

Happy Holidays to our clients, friends, family, and fellow business owners from the team. We wish you joyful events, many memories, and a safe season.
🎄

12/23/2019

Why would a wealth management firm care about your will or choosing the right executor? Because an executor's responsibilities include finding out what your assets are, where your assets are and what your assets are worth; protecting your assets; paying outstanding debts; preparing your final tax returns; and, making distributions to your beneficiaries. It's important to choose the right person to take care of this often demanding task. And it's important for that person to know your financial advisor; they help in this process more than you might know. Your or can and should be involved in all fiscal areas of your life; purchasing, planning, and even when you pass.
Key questions to ask when choosing your executor outlined in our newsletter article; link in bio.

12/18/2019

The office will be closed December 24 - 27. Normal office hours resume for Monday December 30.

12/15/2019

We won't keep it from you, the magic ingredient to wealth is the power of compound growth on savings. So whether you are in your early 20's or even in your late 50's time and compound growth on your savings can work for you. Many people now live into their late 80's and 90's so even someone who is just retiring can look forward to another thirty years or so as their investment time horizon. It is to The team at can help with any stage you're at.

12/12/2019

The "retirement challenge" is generating investment returns annually that are greater than the minimum withdrawal requirements while still having additional growth to increase your overall capital account value.

Based on your decision about your retirement income needs, you can then determine your investment strategy during your retirement years – years that could last as long as 20 years or more. A couple, both retiring at age 65, has a 50% chance of having one of them live to age 90 or beyond - according to life insurance industry actuarial statistics.

One approach is a growth strategy where you continue to invest like you did during all the previous decades when you were in your accumulation phase of life.

The other approach is to manage your investment portfolio to have enough capital and income to meet your lifestyle needs only for the balance of your life.

Talk to your or today about your retirement strategy and which approach is right for you. 780.989.2777

Address

6328A/104 Street NW
Edmonton, AB
T6H2K9

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 4pm
Friday	9am - 4pm

Telephone

+17809892777

Website

http://www.abacuswealthmgmt.com/

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