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David Qualie, CFP

FINANCIAL PLANNER, INVESTMENT & RETIREMENT PLANNING

Let's work together to achieve your financial goals

My Commitment to You

Healthier and longer lives require more flexible choices to meet the changing needs of retirement. As a financial planner, my approach to planning is first getting to understand my client's individual needs so that together we can tailor your investment plan to your unique goals.

Languages Spoken: ENGLISH

Contact Me

Phone Icon (780) 953-0444

Location Icon EDMONTON, AB

A Different Approach to Financial Planning

We invite you to spend some time with our interactive tool to identify your top 3 retirement priorities and see how they can be reflected in a personalized retirement plan.

Ways I Can Help You

Here are just a few ways I can help meet your investment, retirement and financial planning needs.

My RBC Team

As my client, you will also enjoy the support of RBC professionals on my team. Together, we can help you reach your unique dreams and goals!

My Team

Roger Allen

Mobile Mortgage Specialist

Sonny Theroux, PFP

Financial Planner

Matthew Ogden, PFP

Financial Planner

Reports & Insights

Global Investment Outlook Thumbnail

Global Investment Outlook

For more on our current view and outlook, consult The Global Investment Outlook


Economic Outlook Thumbnail

Economic Outlook

Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week

Discover and Learn

https://www.rbcfinancialplanning.com/tax-tips-year-end.html

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RRSP Savings Calculator | GetSmarterAboutMoney.ca

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Pay Down Debt Or Invest | GetSmarterAboutMoney.ca

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