About

Capital Planning is a financial planning firm based in Edmonton, Alberta, with over 40 years of experience helping Canadian employers and their employees design tailored group benefits and savings plans. They offer health, dental, RRSP, TFSA, RESP, and business protection solutions, with a focus on personalized, human-first advice and dedicated client advocacy. The firm serves diverse industries, including energy, not-for-profit healthcare, education, and professional services, and provides exclusive voluntary benefits for Alberta Teachers' Association (ATA) and Alberta School Board Employees (ASBE) members.

Products & services in Edmonton

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Keywords

financial planner

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