Reliable Financial Consultants in Grande Prairie’s Cotton Planning Services

Don’t let tax season scare you. Let the financial consultants of Grande Prairie’s Cotton Planning Services plan the finances of your company based on your own unique goal. Our team covers a wide range of corporate financial services to ensure your goals are met with diligence and strict attention to detail. We will equip you with the knowledge and strategies necessary to get your money working for you and to gain profits. We help you save money on taxes by advising and taking you through various retirement plans. Purchasing retirement plans not only help you with tax benefits but also to generate income in your retirement. In the case of annuities, you can be assured with a steady income for life. Apart from these services, we also offer insurance to protect your life and your valuable assets. We broker with numerous insurance companies, including:

  • Manulife

  • Equitable Life

  • Great-West

  • Canada Life

Services

Here are the services we offer:

  • Registered Retirement Savings Plan (RRSP) maturities

  • Registered Retirement Income Funds (RRIF) and annuities

  • Segregated funds

  • Estate organization and tax planning

  • Life insurance

  • Critical illness insurance

Contact us today to schedule an appointment with our experienced professionals.

Financial palnning

Financial Planning and Investing

We can help improve the financial health of your company.

Retirement Planning

Retirement Planning

Save money now to generate a steady income in your retirement.

Group Planning

Corporate and Group Planning

We will help you create a plan to achieve your financial goals.

Personal Insurance

Personal Insurance

Protect your life, family and valuable assets with the right insurance policy.

Estate Planning

Estate Planning

We will help you prepare wills and trusts to transfer your asset to your heir.

Investing

Need Advice before Investing?

Our financial advisors and counsellors are here to help.

GENERAL INFORMATION

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

Phone: 780-434-1423 (Primary)

Toll free: 1-866-434-1432

Fax: 780-438-3538

Email: contact@cottonplanning.ca

HOURS

Monday – Friday: 9:00 AM – 5:00 PM

Saturday: Closed

Sunday: Closed

SERVICE AREA

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

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