Tyrel McLelland

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.