Experienced Financial Advisors in Edmonton – Cotton Planning Services

Don’t let uncertainties such as changing market trends hinder the growth of your business. Cotton Planning Services will help you to effectively raise finances, manage the flow of internal funds, manage assets and forecast profits. Our knowledgeable financial advisors in Edmonton will work with you to achieve your financial goals with proven strategies and investment plans. We have been accredited with Better Business Bureau (BBB) for over 25 years, making us a trusted financial planning company. We will work one-on-one with you to find the best financial solutions possible to protect your various interests.

Our Services

We are dedicated to helping you understand your financial investments and feel more secure in your future corporate endeavours. Listed below are a few of the services we offer:

  • Registered Retirement Savings Plan (RRSP) Maturities
  • Save now for a secure retirement. You can also place your pre-tax money into an RRSP and let it grow tax-free until you decide to withdraw.
  • Registered Retirement Income Fund's (RRIF)
  • You can use RRIF to generate a steady income during retirement.
  • Annuities
  • Similar to pensions, annuities offer guaranteed income after retirement for life.
  • Segregated Funds and Tax Planning
  • Similar to mutual funds, segregated funds are offered by insurance companies. This kind of annuity consists of bonds, stocks and debentures.


We understand the need of our corporate clients. For over 30 years, we have been one of Canada’s top producers with clients throughout British Columbia and Alberta. We take great pride in the work we have done and know we can do the same for your business.


We specialize in corporate, life and business insurance. 

Contact us to learn more about our services.

Experienced Financial Planners

Experienced Financial Planners

Our advisors are knowledgeable and can help you manage your finances.


Get Your Business Off the Ground

We offer advice and help you create effective plans to achieve your financial goals.


Do You Have Any Questions?

Go through the FAQs and find answers to most of your questions.


Cotton Planning Services
820-4445 Calgary Trail NW
Edmonton, AB, T6H 5R7

Phone: 780-434-1423 (Primary)

Toll free: 1-866-434-1423

Fax: 780-438-3538

Email: contact@cottonplanning.ca


Monday – Friday: 9:00 AM – 5:00 PM

Saturday: Closed

Sunday: Closed


  • Edmonton
  • Grande Prairie
  • Barrhead
  • Camrose
  • Sherwood Park
  • St. Albert
  • Leduc


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