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Lethbridge
At Baks Enterprise, we provide financial services such as Insured Retirement Plan, life insurance, health insurance, small business insurance and investment products (RRSP, RESP, TFSA etc). We also specialize in helping people achieve their dreams and empowering others to create, build and protect wealth.
Lethbridge
Troy Hale is a highly respected Advisor at Optimize Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional with over 20 years of experience. Based in Medicine Hat, Alberta — his hometown — Troy specializes in helping Albertans 50+ turn their hard-earned savings into sustainable, tax-efficient retirement income so they can enjoy life without the fear of outliving their money.
Lethbridge
We provide comprehensive wealth planning services for prosperous families, businesses, and professionals. We are certified wealth planners you can trust to put your family first. Accessing leading edge wealth planning expertise once meant working with advisory firms from Calgary, Toronto, or other large city centres. Our team brings that big-city expertise to the heart of Southern Alberta with a suite of premium wealth planning options for high-net-worth families, businesses and professionals.
