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Garet Wood, Financial Advisor

FINANCIAL ADVISOR
Garet Wood

4819 68 Street, Unit 101, Camrose, AB T4V 5C1opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Business retirement plans
  • Retirement savings strategies
  • Wealth protection strategies
  • Intergenerational planning
  • Estate and legacy strategies

About Garet

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...

Work History

  • Edward JonesAugust 2018 to Current

Personal Interests

  • Music
  • Fishing
  • Camping
  • Cooking
  • Gardening

Team Members

  • Susan Meger
    Client Experience Specialist
  • Kim Leighton
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(780) 679-2220

Fax

(866) 565-7110

Office Address

4819 68 Street
Unit 101
Camrose, AB T4V 5C1opens in a new window

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My priorities

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Setting your path

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

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