AT DISCOVERY FINANCIAL

We believe there is a better way.

AT DISCOVERY FINANCIAL

We believe there is a better way.

AT DISCOVERY FINANCIAL

We believe there is a better way.

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About Us

As financial security advisors, our mission is to build a plan tailored to help meet your specific needs. We’re dedicated to understanding your goals and providing you with the professional advice needed to help you achieve those goals

Our Philosophy

We work to help secure and enhance your net worth, through proper management of your personal and corporate assets using our knowledge, our experience and our strategies.

Our Process

To build financial security plans, we use a proven process based on the four cornerstones of financial security – financial security at death, at retirement, liquidity and in the event of disability and critical illness. Working together, we assess your total financial security planning needs regarding retirement, insurance, major purchases and education – then we look at product solutions to help address those specific needs.

OUR SERVICES

When it comes to financial planning and wealth management, every situation requires a unique solution. The combination of efficient strategies, tax-effective planning, innovative products and effective execution are key to our approach.

Investments

Investments play a key role in your financial security plan. A mix of registered and non-registered savings and tax reduction strategies will help achieve your goals. Your personalized investment portfolio is a reflection of your goals, risk tolerance and timeframe.

Insurance

Insurance is essential to any comprehensive financial security plan. It can help protect you and your family from the unknown. Risk management recommendations customized to your needs.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. A systematic approach to planning and tactical selection of accounts will help maximize values and reduce taxes.

Philanthropy

Is the sense of caring, nourishing, developing and enhancing “what it is to be human” on both the benefactors’ (by identifying and exercising their values in giving and volunteering) and beneficiaries’ parts. Since we have been significantly blessed in so many ways, we feel a major social responsibility to help those who wish to help themselves and in the process, help others, by preserving capital, enhancing yield, reducing and/or eliminating taxes, and making this world a better place than they found it, both while they live and when they die.

OUR TEAM

Learn more about our amazing team of professionals.

Scott Lissoway, CFP, CHS

Senior Wealth Manager By Private Referral

Jeremiah Richardson, B.Comm, CFP, RHU

Wealth Manager

Amber McGuinness

Advisor

Staff Image of Nadine Frey

Aiden Lissoway

Advisor

Staff Image of Nadine Frey

Nadine Frey

Advisor

Judy Callioux

Group Operations Specialist

Heather Cowger, ACS

Individual Operations Specialist

Kayla Richard

Group Operations Specialist

Brittany Loewen

Individual Operations Specialist

Jace Livingston

Individual Operations Specialist

RESOURCES

We’ve got the resources to keep you informed.

Phone: 780-513-8323
Toll Free: 866-513-8323
Fax: 780-513-8893
Email: inquiries@discoveryfinancial.ca

 

#203, 10134 – 97 Avenue,

Grande Prairie, AB T8V 7X6

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