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 * NAVIGATING YOUR FINANCIAL FUTURE WITH EXPERTISE AND TRUST.


WELCOME TO TRAVERSE & ASSOCIATES WEALTH MANAGEMENT

We are a boutique style practice that works with a very select and limited
number of clients in Alberta and Saskatchewan to ensure we provide the right
financial tools and advice in a timely fashion. Our team is focused on helping
clients preserve, grow and make the most of their wealth. We focus on investment
planning, tax and estate planning, business and succession planning, and
charitable giving. 

Learn more


WHO WE HELP

We work with clients who have enjoyed success and built substantial wealth. We
help define near and longer-term strategies to maximize financial well-being,
minimize taxes and ensure our clients are able to take care of the things that
matter most to them.


PRE-RETIREES AND RETIREES


BUSINESS OWNERS AND ENTREPRENEURS


AGRICULTURE AND FARMING FAMILIES


EXECUTIVES


HEALTH CARE PROFESSIONALS


FAMILIES


WOMEN'S WEALTH AND WELL-BEING

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Learn more


WHAT WE DO

Our team has more than 30 years combined experience in financial services, and
our expertise is complemented by that of IG’s in-house tax, estate, insurance,
mortgage and advanced financial planning professionals. Working together, we
create a tailored strategy for your fiscal well-being that looks at every aspect
of your financial life — a living plan that evolves as your circumstances change
over time. Because we know that, in the big picture, every little detail
matters.


RETIREMENT PLANNING

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Transitioning away from work gives you more time for family, travel and
pastimes. Ensuring you are well positioned to make the most of your well-earned
retirement, means understanding how much you will need to support the lifestyle
you want. To help you achieve your goals, we will work with you to establish a
plan for saving and, when the time comes, structure your retirement income to
maximize the benefits of your accumulated wealth.


TAX PLANNING

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Taxes impact every aspect of your financial life and tax-mitigation strategies
are a critical part of sound financial planning. Our holistic approach
integrates sophisticated tax-planning solutions to help you keep more of your
wealth over the long term.


INSURANCE PLANNING

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Protect the lifestyle you’ve worked hard to achieve with the right insurance
solutions. After a thorough insurance needs analysis, we will recommend a
solution tailored to your needs.


INVESTMENT PLANNING

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Having the right financial plan is critical to helping achieve your goals, and a
personalized and detailed investment strategy is a critical element of that
plan. We recognize that the best investment talent is not limited to any one
firm or geography. That’s why we construct diversified portfolios managed by
leading asset managers from around the world and comprised of a wide variety of
asset classes. Your portfolio is constantly monitored to ensure it is always
aligned with your wealth preservation, growth and income priorities.


ESTATE AND LEGACY PLANNING

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We will help you make the most of your wealth today and for generations to come.
Benefit from our expertise in customized estate planning, intergenerational
wealth transfer, and strategic charitable giving.


BUSINESS SUCCESSION PLANNING

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Business owners spend years building a successful business. When it’s time to
transfer ownership, whether to a third party or a family member, we can help
make sure it’s positioned for continued success, and that you will be able to
unlock and benefit from the value you created.


MORTGAGES AND CASHFLOW PLANNING

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We help you implement personalized solutions that are designed to simplify your
life and capitalize on opportunities quickly, which includes having the right
mortgage available to you for when you need it. Our cash management strategies
will help minimize tax obligations, while maintaining your long-term financial
plan. We will analyze your cash flows, assets and liabilities, and recommend
credit and savings solutions tailored to your financial plan.


IG PRIVATE COMPANY ADVISORY

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As a business owner, the IG Private Company Advisory team can help create wealth
for you by ensuring that its services are tailored to your company’s specific
needs and circumstances, enabling you to seize opportunities and create
long-term value. Their expertise and dedication to understanding your business
sets them apart.


CHARITABLE GIVING

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Enhance the impact of your charitable giving to the causes you and your family
care about through a carefully constructed, tax-efficient giving plan. We help
you integrate charitable giving as an important strategic component of your
overall financial plan and explore timing strategies to ensure you are giving in
the most effective way.

RETIREMENT PLANNING 

TAX PLANNING 

INSURANCE PLANNING 

INVESTMENT PLANNING 

ESTATE AND LEGACY PLANNING 

BUSINESS SUCCESSION PLANNING 

MORTGAGES AND CASHFLOW GIVING 

IG PRIVATE COMPANY ADVISORY 

CHARITABLE GIVING 

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 Learn more


WHAT OUR CLIENTS SAY

Rory and Loralie are an amazing dynamic duo! They love what they do and it
shows! Their time, knowledge, and commitment to our needs and goals is profound.
They have given us the financial security and comfort for both our present and
our future.

 - D & L

Craig and his team are amazing. They provide quick and efficient service, never
hesitating to respond to our questions or concerns. Traverse & Associates has
provided our family with an individual financial plan that balances our
different risk profiles. They have in-depth industry knowledge and continuously
adapt to the ever changing markets to provide excellent customer service. We
will keep coming back.

 - M & L

Thanks so much Craig. You're the best. Actually, mom and dad are for investing
with you. You're a good man and have been very good to them and our family.
Thank you for that.

 - TN

Our family has known Craig for close to fifteen years and have not only
cultivated a professional relationship but a personal friendship as well. With
Traverse & Associates' guidance and management, we were able to comfortably
retire early without any financial worries. That is a big ask, but Craig has
never wavered in his commitment to ensuring that our financial plan remains
secure. We would not hesitate to recommend and we consider ourselves fortunate
to have Traverse and Associates on our team!

 - M & K

We trust Traverse & Associates implicitly. Their comprehensive financial advice,
including intergenerational wealth transfer, has ensured that our retirement,
business, and estate plans are well-structured and future-proof. Their guidance
has allowed us to minimize taxes through our lifetime and into our estate, all
while ensuring our wealth is efficiently available for our grandchildren.

 - P & B

Thanks to Loralie's stellar work, my finances are now in an optimal position for
long-term growth. Her organization, reliability, and clear communication were
key in making this process enjoyable and exciting. I am relieved and happy
knowing my family will be taken care of long term.

 - LK

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WHAT'S YOUR PLAN?

We can help you enjoy your wealth today as we help you prepare for the future.

Meet now


CONTACT

Traverse & Associates Wealth Management

(780) 875-0556
craig.traverse@ig.ca

Investors Group Financial Services Inc.


CONNECT

     

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LOCATION

4204 70 Ave,
Lloydminster, AB T9V 2X3


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