Our Mission
Empowering our clients to have financial peace of mind with easy-to-understand solutions.
For many, navigating financial planning feels trickier than assembling Ikea furniture. Consider Capital Edge Financial your go-to instruction manual. Through proper guidance, education, trust, and a lot of experience in the industry, we are confident that we will build you a kick a*s financial plan that will give you peace of mind for your financial future.
Meet Your Team
Email: dave@capitaledgefinancial.ca
Phone: 780-761-3343
DAVE HAWRYLUK
CERTIFIED FINANCIAL PLANNER, CLU, B.COMM, RHUI take great pride in making sure that our clients are provided with the highest quality of service and information for their financial decisions. Whether it’s a small business owner with 30 years of experience, or a young family getting ready for their first child, I enjoy helping people sort through financial planning with a simple and easy to understand approach.
With more than two decades of expertise, I ensure that my clients are well-informed about diverse financial planning strategies, guaranteeing the well-being of themselves, their families, or their businesses.
In my free time, I enjoy being active which may include being in nature, hiking, biking, hot yoga, dance, lifting heavy things (also known as going to the gym), and my true passion - working out with my Peloton!! I believe in a healthy body, a healthy mind, and taking great pride in constant self-improvement and personal development.
We look forward to working with you and appreciate your business.
Email: peggy@capitaledgefinancial.ca
Phone: 780-761-3343
PEGGY MILNE
Administrative assistantI’m here to exceed your expectations. If you have a question, I'll do everything I can to get you the answer. I like to communicate with easy to understand solutions, and excellent follow-up. We make sure all your questions are answered.
As a university graduate with several years of experience in financial planning, and in the administration and insurance fields, chances are, I can help.
Thank you for trusting us with your business.
Who We Serve
What makes Capital Edge Financial Planning unique?
We are an Edmonton based, independent insurance broker with an emphasis on relationships. We provide exceptional client service, comprehensive investment management, in-depth financial planning, and most of all, we serve as your advocate. When you succeed, we succeed.
Who do we serve?
Our Clients:
Our Process
Help maximize and protect your financial well-being.
We’ll follow this approach to help you reach the financial goals you’ve set for yourself and your family
Discovery
1-3 hoursGet to know each other through conversation and pertinent questions about your personal life, financial situation, and goals.
Plan
1-5 business daysWork together to address your needs and objectives with the goal of preparing a holistic plan that tests for different scenarios.
Discuss with any specialists or associates who might be helping in this process.
Recommendation
1-3 hoursReview the holistic plan and explain the benefits, risks, features and cost of different solutions.
Address all the questions or concerns you may have.
Implementation
1-12 weeks*Discuss the services of any required or relevant professionals and implement the plan.
Complete any applications and/or open accounts as outlined in your plan.
Engage professionals to support the plan.
*depends on complexity
Stewardship
Regular Check-insContinue to support your financial health and well-being through life-long partnership.
Update the plan in preparation for, and response to, life events.
Provide education and maintain open communication.
At each stage, discuss any concerns and changes that may have occurred since last meeting and review any next steps.
Our Trusted Partners
testimonials
What Our Clients Say about Us
