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Chad Gardeski, Financial Advisor

Focus Areas

  • Wealth strategies
  • Retirement income strategies
  • Wealth protection strategies
  • Business owner considerations
  • Intergenerational planning
  • Estate and legacy strategies

About Chad

My practice is based on honesty, integrity, and good old-fashioned hard work. We partner with professionals (oil and gas, forestry, healthcare, and social services), business owners, farmers, people transitioning into retirement, those that need support with intergenerational wealth transfers, and their families.

Let us help accelerate your path to financial independence. Our purpose is to get you to your goals sooner!

We do money differently than you have likely experienced in the past and use a holistic approach to financial planning. We leverage a team of professionals and an established process to create customized strategies that focus on quality growth, capital...

Work History

  • Edward JonesSeptember 2019 to Current

Education

  • University of AlbertaBachelors

Personal Interests

  • Backpacking
  • Rock Climbing
  • Curling
  • Popular Culture
  • Volunteering

Team Members

  • Barb Schroeder
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More