Advantage Financial Services Inc.

Crafting Tomorrow’s Security Today

Tailored Estate Solutions

Navigating Financial Success Together

At Advantage Financial Services Inc., our mission is to be your trusted partner in navigating the path to financial success. We believe in fostering a collaborative relationship where we work together to create comprehensive financial plans, ensuring that you are well-prepared for life’s milestones and challenges.

What our clients are saying…

I came to Dan at Advantage Financial Service, after being with two other financial advisors, and it was the best decision I’ve made. Dan has always shown interest and professionalism in our interactions about my finances, and is very knowledgeable about the markets. I don’t know a lot about the stock market, and he always makes sure I don’t feel less about not knowing or understanding a concept. He takes time to explain plans and concepts, he checks in periodically to makes sure I’m up to date on things, and he has guided me through the pandemic crash with confidence. I’ve never seen such growth in my finances until I came to Dan. Make the switch to Advantage Financial, you wont regret it.

Julia Steed

The service from Ryan and the team at Advantage has been outstanding. A group of warm and accessible people that are extremely good at what they do. They make the process of investing easy to understand to a financial layman like myself and gave me the assurance I needed in times of uncertainty. Highly recommended!

Thomas Litchfield

The team at Advantage Financial has managed our funds for several years. Ryan never speaks over our heads to confuse us with market-ese, but explains things in a way that reassures me. He’s responsive and a great communicator. Now our kids are using his services to manage their money too. I highly recommend Ryan and his team!

Kathy Witdouck

Great team! I’ve been using them for years and they have always provided 5 star service.

Matt Alston

Monique was really great to deal with. Everything was done quickly and without incident. After our business life insurance was completed, I felt confident personally investing with Advantage.

Kaleigh Rey

I’ve dealt with Advantage, and Ryan Peterson for many years now. I really appreciate their personal touch, while staying true to their internal model for investing. Its not easy to keep the emotion out of investing and Ryan does a fantastic job keeping everyone focused on the long-term plan. Have and will continue to recommend to people.

Scott Mills

The team has managed our family portfolio for decades. The returns have always been above average. The service is great as I call and email multiple times a month and there is always a prompt reply. No complaints with this company.

Trent Hummel

These are some good folks with sage advice. I would highly recommend working with them for investment and insurance needs.

Mike Jensen

Incredible Financial Advisory Service. Ryan and his team work to build a plan that is custom tailored to you and your financial goals.

Shawn Ormston

Ryan, Dan and all the staff at Advantage are definition of professional. Highly skilled and knowledgeable in their field. Together they have made our family a great financial plan, including the proper insurance and asset building portfolio. I highly recommend them.

Adam Byam

We have been incredibly impressed by the level of service that has been provided to us. Ryan and Dan are honest, integral and trustworthy. They offer sound advice that has helped us (and our teenagers) increase our understanding of the importance of investing!

Janessa Fyfe

Financial Strategy

Your Financial Life…
Simplified

Wealth Management

Your Financial Assets…Diversified

Estate
Planning

Your Financial Future…Protected

What We Do

Financial Planning

Many people will offer you advice on which investments to buy. But there’s more to your financial life than your RRSP.

Estate taxes, income taxes and education funds for your children are just some of the other complex aspects of your total financial picture.

Retirement Planning

For most Canadians, retirement is a major financial goal that requires considerable financial commitment.

Whether you have already established a Retirement Savings Plan or are just beginning, it is never too late to begin saving.

Estate Planning

Many people assume that estate planning is only for the wealthy.

So, it must come as a shock to the families of all the Canadians who die every year without a will when the province takes control of the estate to decide how the assets are to be distributed.

Tax Planning

Taxes are a fact of life. They affect every Canadian in most aspects of their lives.

Whether it’s earning an income, making a purchase, owning real property, investing, running a business, or transferring your estate, life is full of taxable consequences that, if left unchecked, could consume an ever increasing amount of one’s livelihood.

Portfolio Analysis

Careful portfolio analysis is necessary to ensure that you have the correct asset allocation according to your objectives and risk tolerance.

Long term investment returns are always directly determined by the types of assets held in an investor’s portfolio.

Insurance Analysis

Proper analysis is vital to ensure that you aren’t paying too much for insurance and that you have the correct type of insurance for your needs.

The decision to buy insurance to protect against a certain risk is usually based on some determination that there aren’t sufficient personal resources to cover the resulting financial loss.