Troy Hale (He/Him)

Troy Hale's team helps Albertans age 50+ with $1,000,000 (or more) in retirement savings answer common questions:

"How do I turn my nest egg into a paycheck?"

"How can I reduce my taxes in retirement?"

"Are my investments suitable for retirement?"

I value education, and earned the CERTIFIED FINANCIAL PLANNER and Registered Retirement Consultant designations.

Our team's commitment to our clients and to our community have been recognized with many awards, including:

• 7x Top 3 Best Financial Services in Medicine Hat (2019-2025)

• 3x Best Financial Planning Firm in Medicine Hat by Medicine Hat News (2021, 2022, 2023)

• 4x Gold Winner for Financial Advisors by Community Votes (2021-2024)

I am a Family Feud Canada champion! Along with my 4 brothers, I appeared on 3 episodes of the show on CBC in 2020.

I like to explore what is possible. I am a Guinness World Record event participant for running and I ran my first marathon in Huntington Beach, California in 2020.

I am a HUGE foodie, in every meaning of the word, and I dined at the #1 restaurant in the world in 2019.

I value giving back to the community and volunteer on several non-profit boards:

• President - Canadian Parents for French Medicine hat Chapter

• Treasurer - Inclusion Alberta

• Business and Finance Instructor - JA Southern Alberta

I’m also a GIF: https://tenor.com/bg8Le.gif

Reach out to me today to start a conversation!