Wealth Protection Simplified

We apply the same dedication and innovation to help you grow and protect your wealth.

Wealth Navigation Process

We provide comprehensive wealth advisory solutions for affluent individuals, professionals & corporations, using our unique wealth navigation approach.

Start your Journey

Your reward for being successful is the ability to step back and enjoy life and family on your own terms. Our focus on the security and protection of your investments, and the integrity of your plan ensures a long and fulfilling retirement.

Tower Wealth Advisory

At Tower Wealth Advisory our “Wealth Navigation Process” was designed to provide clients vision in times of change, comfort in times of turmoil, and clarity in times of confusion. We have consistently provided our clients with direction, advice and counsel to achieve enhanced wealth, superior after tax returns, and estate protection.

Estate Tax Relief

Estate Tax Relief

Let Us Help You Navigate The Complicated World Of Taxes For You.

Insurance Planning

Insurance Planning

Insurance is more than just a safety net. Advanced strategies allow for superior tax and investment sheltering.

Tax Planning

Tax Planning

We use multiple strategies to minimize your taxes.

Business Succession Planning

Business Succession Planning

Transfer your business ownership and transition out, while maximizing your personal financial security.

We Understand every situation is unique and knowing more about yours will help us serve you better. Which of the following describes your best?

BUSINESS OWNER

As a successful business owner, you work hard to ensure the continued growth of your business. We apply the same dedication and innovation to help you grow and protect your wealth.

RETIRED

Our reward for a successful career is the ability to step back and enjoy life and family on your own terms. Our focus on the security of your investments and the integrity of your plan ensures a long and fulfilling retirement.

LIQUIDITY EVENT

Attaining wealth can take all forms, whether it is the sale of your business or a significant inheritance. From tax-efficient deal structuring to prudent investment management, our firm’s expertise can help you capitalize on your liquidity event.

Get In Touch

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Business Hours

Monday-Friday: 8AM-5PM
Saturday-Sunday: Closed

Office: 780.484.5777
Toll-Free: 866.484.5777
Fax: 877.278.1727

1524 91 St SW., Suite 212 Edmonton, Alberta T6X 1M5

Let us know your questions.