My many years of experience as a business owner has allowed me to be of valued service to my clients who may have complex needs and will benefit from long-term solutions based planning.
I aspire to know my clients on a level where I truly understand their needs, and I use an established process to help them achieve their financial goals. This could be a combination of preparing for retirement, living in retirement, preparing for the unexpected, and saving for education. I partner with my clients for their lifetimes to ensure they stay on track for those goals.
I have always had a great interest in education. I believe that explaining financial and investment concepts to my clients in a way that they can understand is just as important as the guidance and advice I provide as a financial advisor.
I am passionate about being part of the business community in Leduc and have lived here for almost 20 years. I have always been very involved community events and I have been an active member of the Chamber of Commerce for many years.
I met my wife in Leduc over 10 years ago and we have made our home here with our 3 children. When I'm not at the office I enjoy outdoor activities with my family, and we try to do as much camping as possible every Summer.
I also enjoy volunteering as a coach for the various soccer teams my children play on. My other activities include playing guitar and singing, fishing, reading, cooking and attending concerts.
Focus areas
- Business Owner Considerations
- Business Retirement Plans
- Retirement Savings Strategies
- Wealth Protection Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
- Music
- Fishing
- Camping
- Cooking
- Gardening
Office Information
Phone Number
Garet Wood at (780) 980-5492- Lindsay MacDermott
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | By Appointment Only |
Sun | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | By Appointment Only |
Sun | By Appointment Only |
Connect on Social
- Lindsay MacDermott
- Branch Office Administrator
Branch Team
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