New address

As of April 12 our team will be located on the 21st floor of Manulife Place: 2100, 10180 101 Street, Edmonton, AB  T5J 3S4 (view in maps).

If you have any questions please contact us.

About The Falkenberg-Poetz Wealth Management Group

Our team employs a comprehensive and holistic approach to conservative wealth management for affluent families.

We take a full interest in our clients’ lives and strive to develop relationships based on transparency and trust.

By understanding every aspect of your situation, focusing on guiding objectives and delivering a consistently high level

of service, we provide confidence and peace of mind so you can fully enjoy the rewards of your hard-earned wealth.

 

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

19 April 2021
Bull market year 2 or 12?
View article

12 April 2021
The path to normal
View article

 

April 2021
Investor Strategy: Another great quarter to be an investor
View article