Tyrel McLelland

Tyrel McLelland

CFP RRC CFP Certified

Executive Financial Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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As a financial planner licensed in both Alberta and British Columbia, I help business owners, professionals, and farm owners who are passionate about reaching their financial goals. I offer comprehensive financial planning services, including retirement planning, wealth management, tax planning, risk management, estate planning, and mortgage planning.

What sets me apart is my holistic approach: I use cutting-edge software to clearly illustrate the impact of financial decisions on all aspects of your financial situation, ensuring you make the best-informed choices. Unlike many financial planners who focus solely on investments, I synchronize your investments with your overall financial plan, review tax returns annually for opportunities, and periodically assess estate documents.

Benefits include:

- Clarification of financial goals and a clear roadmap to achieve them.
- An educated sounding board for evaluating financial decisions.
- Biannual meetings to review and adjust financial positions.
- A seamless digital experience backed by qualified human advice.
With my Registered Retirement Consultant and CERTIFIED FINANCIAL PLANNER designations, along with a diploma in financial planning and an Advanced Certificate in 3H Financial Planning, I bring a high level of expertise and credibility. Additionally, I collaborate with existing accountants and lawyers to provide proactive advice, acting as the coordinator of your financial team.

Team —

A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

Associations and Community —

Associations

Past President, Taber & District Chamber of Commerce
2012 - 2014

Community

Commissioner, Taber Municipal Police Commission
2016 - 2017
President, Rotary Club of Taber
2015 - 2016

general inquiries —

5317 50th Avenue
Taber, AB T1G 1H1

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