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Troy Hale
Investment Advisor at Optimize Wealth Management - Troy Hale
Areas of Expertise | financial planning | wealth management | retirement planning | tax planning | financial planner | estate planning - financial | financial & retirement planning |
∞ 1 recommend
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Address
107 - 3030 13 Ave SE
Medicine Hat, AB
T1B 1E3 -
Contact
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Map
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About
Troy Hale is a Certified Financial Planner (CFP®) helping Southern Albertans turn savings into clear, reliable retirement income. Mostly people have accounts--but no real plan for income, tax ior withdrawals. Troy specializes in retirement planning, tax-efficient withdrawal strategies, and buildng simple, actionable financial plans that show exactly how money will work over time. His focus isn't just returns--it's clarity, confidence, and knowing what your future actually looks like.
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I've been doing this for 20 years
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Hours of Operation
Mon - Fri 8:30AM - 4:30PM
Sat - Sun Closed
Holidays Closed