Innovative Financial Management


An Innovative Way To Manage Your Assets

An Innovative Way To Manage Your Assets

Innovative Financial Management provides full service financial solutions, asset management strategies and book keeping services to individuals and businesses in Alberta, Canada.

We offer a wide range of products - personal investing, retirement planning, tax sheltering, life insurance, group benefits and more - through partnerships with many of the market's most recognizable and trusted financial service providers. Every client is unique and we develop financial management strategies tailored specifically to their needs and goals.

Innovative Financial Management operates as an independent broker and has access to a wide range of service providers, offering our clients the best solutions for their financial security.

Additionally, Innovative Financial Management also provides full-scale book keeping and accounting services for large and small businesses.


Client-Focused Service With A Personal Touch

Client-Focused Service With A Personal Touch

Our clients are always our number one priority. We aim to build a level of trust and security as this is the foundation of a long term business relationship. Your sensitive information is always protected and treated with care. To us, you are more than just another account number.

Innovative Financial Management is proud to offer our clients an exceptional level of flexibility. We book appointments at times and locations that are convenient for you. We work outside the box.

Innovative At A Glance
  • Personal/Group Investing
  • Business Investing
  • RRSPs & RESPs
  • Annuities & GICs
  • Non-Registered Savings
  • Tax Sheltering
  • Life & Disability Insurance
  • Health & Dental Insurance
  • Business Insurance
  • Mortgage Insurance
  • Group Benefits
  • Book Keeping & Accounting
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