A E I Wealth Management - Red Deer
Elvine Skoretz • Financial Advisor • Insurance • Red Deer, AB - Elvine.com
Elvine Skoretz is a financial advisor with over 30 years experience in retirement planning, wealth management, investments in RRSPs, mutual funds, life insurance and is located in Red Deer, Alberta.
About A E I Wealth Management
What we do.
At AEI Wealth Management, we help individuals, families, businesses and employees reach their financial goals through a comprehensive financial plan that includes a customized investment strategy, focusing on retirement, asset protection, minimizing taxes, estate optimization, and financial education.
Along with your financial plan, we encourage quarterly reviews with your advisor to measure success as well as to look at your “big picture” to make sure financial goals are in line with changes that occur in everyday life.
In our culture of independence, the financial advisors at AEI Wealth Management offer completely personalized and unbiased advice. We don’t work under sales quotas and we don’t require them to push proprietary products – because that doesn’t serve you.
The objectivity of AEI Wealth Management is appreciated by our clients and our business is driven by referrals. Our valued clients have recommended us to their colleagues, friends and family members.
Set up an appointment with Elvine Skoretz today.
Contact A E I Wealth Management
| Address : | 4802 51 Ave, Red Deer, AB T4N 4H2, Canada |
| Phone : | 📞 + |
| Postal code : | 4 |
| Website : | http://www.elvine.com/ |
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| City : | N |
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Bill Ramji on Google
★ ★ ★ ★ ★ |
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Tanner Oviatt on Google
★ ★ ★ ★ ★ The employees at AEI are beyond helpful and polite. Elvine was incredibly patient with me and she did everything she could to help me out. Without a doubt I would recommend this team to anybody.
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Debbie Cooper on Google
★ ★ ★ ★ ★ Do not deal with this company, Elvine should have her licence taken away. She lost my mothers money as well as my mothers friends money and my brothers money. She is a crook!!!!
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Suzy T on Google
★ ★ ★ ★ ★ Unfortunately it takes a major life event to propel us to make the prudent - though, no-brainer choice to seek the help of a financial advisor. This was the position I found myself in. When my children lost their father, I quickly developed a real appreciation for, and felt the strong need to, get my finances in order to have the protection and plan in case my kids need it and I'm no longer here.
It's been a 5-star service from the initial point of contact to date! Elvine's attention to detail with the mutual fund strategy and life insurance policy makes me feel even more confident in my decision to work with her.
I highly recommend Elvine and her staff. They simplify the process and are thorough in educating clients which for me is extremely important!
Thanks again!!
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