• Home
  • Benefits Our Team Delivers to You
benefits-001

Wealth Management is more than Investment Management.

Holistic and integrated planning requires the input of a team woven together in a collaborative fashion. Tax and compensation planning, asset coordination, risk and insurance management, financial planning and cash flow management, plus legal and estate planning all need to work together in a collaborative fashion.

benefits-003

You don’t have to learn the hard way – leverage our network, best practices and proven methods.

Just as you refer specialists, you deserve a financial planner that’s specialized in working with physicians and experienced with effectively managing a team. We are a founding member of Canadian Medical Advisory Network and we have best practices and proven methods. Our approach is unique!

benefits-002

More time with patients than payroll.

We provide efficiencies within our engagement and working relationship, saving your time on topics like bookkeeping and giving you more freedom and choice around how you manage your time while still having control over your affairs.

benefits-004a

Clients Love Us

Here's what they have to say

Since joining the Tower Group they helped us to prioritize our commitments and set goals. They also helped us to stay on track with our financial plan. Their openness and honesty helped us a lot to address difficult issues. Thanks to the Tower Group Team we can now say with confidence that we are in a much better position now than a decade ago!

M. Myburgh & Dr. W. Myburgh

RN, Canadian Blood Services, Family Physician, Impala Medical Clinic, Red Deer

We first met with Pam and Kelly from the Tower Group in 2014 on the advice of a colleague. Prior to meeting them, our finances were poorly managed. Although we had an accountant, financial planner and lawyer who said they communicated with each other, it was superficial with no clear sense of organization. We found it difficult to be on top of our finances which ultimately led to panic every time taxes were due. If you can relate to this, you need to consider contacting Pam and Kelly from The Tower Group. Since we began working with them, our financial lives have improved dramatically. We have complete confidence that our financial future is being well-managed. They communicate clearly and we know that they have our best interests at heart. We only wish that we had met Pam and Kelly years earlier. They have helped us with everything from the sale of the home, purchase of a new home, purchase of a car and even joining a wonderful health club. They are responsive, reliable and caring. In short, they have been absolutely outstanding. We have gone out of our way to refer them to as many of our friends as possible.

Jennifer and Dr. Jay Easaw

MD, PhD, FRCP(C), Associate Professor, Medical Oncology, Cross Cancer Institute, Edmonton

Pam, Kelly and the rest of the Tower Group, have been absolutely amazing in helping us plan our financial goals and achieving financial “freedom” sooner. Since day one they have been able to help us understand the function and utilities of our Professional Corporation better, both with respect to the changing environment of provincial and federal taxes, as well as how to save money and optimize financial growth within the PC. They are available in a heartbeat, and act almost as CFO of our financial estate. The additional professional resources they have recommended including, accounting, legal and other financial experts, have been most beneficial to structure our estate on a firm financial foundation. We are extremely grateful to the Tower Group. This is truly our sentiment!

Dr. C.E. Barnard & Dr. J.W. Henning

General Physician at South Calgary Medical Clinic; MBChB FRCPC, Medical Oncologist - Deputy Section Head Medical Oncology, Tom Baker Cancer Centre, Calgary

We moved to Alberta in 2012 and needed a fresh take on our financial status quo.
The Tower Group took away all of our concerns and worries regarding future financial planning.
The personal attention Kelly and Pam give to their clients builds trust and we value their opinions and advice immensely.
They help us plan for the future but also encourage enjoying life now, being there every step of the way.

It brings great peace of mind knowing our future financial planning rests in their hands.

Dr. F. & C. Grimbeek

Family Physician, Discovery Medical Clinic, Red Deer

The Tower Group has enabled us to do responsible financial planning for our family. They tailor the plan according to our needs and means, and we know that they have only our best interest at heart.
You will ALWAYS get honest, personalized and grounded advice from The Tower Group. And the best thing is that they always do their utmost best to be available all of the time with Personalized, tailored service and always going the extra mile.

Dr. W. Zwanepoel & S. Zwanepoel

Physician, Family Medicine and Primary Care Junction Point Medical Clinic; Pharmacist, Shoppers Drug Mart, Grande Prairie

The Tower Group is so much more than just a company that helps us with our finances. We feel like we have family that cares for us. And the bonus is that they are very well equipped to guide and prepare us for retirement in the best ways!
Pam and Kelly have managed to not only build our trust, but also give us confidence to plan for a debt-free retirement while living within a budget that is appropriate for our income.
I can only say good things about them and our only regret is that we didn’t know them right from the beginning when we came to Canada. They not only do the tax drill, but they offer a holistic approach to balance financial wealth.

Dr. C. & E. Grundling

Family Physician, East Hill Medical Clinic, Red Deer