Al Nagy

Al Nagy

CFP CFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

request appointment
Learn More
Investors Group

Request an appointment with Al Nagy

If you would like to request an appointment please complete your personal information below.

topics to discuss

Send Request
Success!

Your appointment registration has been successfully sent!

Okay

!

After five and a half years in a corporate role with Investors Group, I am pleased to be working closely with clients again to help create and protect wealth. It was an honor serving our company in a leadership position, and an experience that will enhance what I provide to our clients.

Announcement

About —

icon book and glasses

Our clients are mature and established. They've come to expect solutions that are unique as they are. Our clients realize that it takes a team to be successful, and are looking for a collaborative team based approach to their wealth management needs.

We design and manage comprehensive solutions for high net worth individuals, families and foundations. Our approach is disciplined and proven. Whether you prefer a managed portfolio or to participate more actively, our process is holistic, dynamic and tailored to your specific needs.

Team —

Matt Nagy

Matt Nagy

CFP, RRC

Financial Consultant

View Bio
Phone (780) 431-0527 Email matt.nagy@investorsgroup.com

At Investors Group, we know that today, good financial advice is more important than ever.

We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.

We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life.

Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.

Transcript

A Plan for Living

An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?

general inquiries —

View Map

6103 Currents Drive NW, Suite 302
Edmonton, AB T6W 2Z4

Get Directions

trending advice & stories

How to Sell Your Professional Services Business

Selling a professional service business takes time – start planning for a sale at least five years out.

Learn More

No More RRSP Room? No Problem

If you’ve maxed out your RRSPs and your TFSA and still have money to invest, then consider

Learn more

Should You Lock-in a Fixed Rate Mortgage?

As interest rates rise, you may be wondering if you should turn your variable rate mortgage into

Learn more

Emotion versus money: Passing on the cottage

A family vacation home is more than an asset. It’s years of shared memories

Learn more

How Will the New Passive Income Rules Impact Your Business?

Running an incorporated business can also be tax advantageous as any money left inside of a corporation, up to $500,000 of active business income, is taxed at a low small business tax rate.

Learn more

Why You May Need Life Insurance After 50

You may not need insurance for income replacement anymore. But you might buy life insurance to boost your estate

Learn more
subscribe to more stories more stories
Investors Group

Request for More subscription

Subscribe
Success!

Your newsletter subscription has been successfully sent!

Okay