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, Chartered Investment Manager, 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)

• 5x Gold Winner for Financial Advisors by Community Votes (2021-2025)

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 have ran 2 marathons.

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!