Ekdant Wealth Management -

Strengthening Your Financial Future — One Strategic Step at a Time

At Ekdant Wealth Management, we help you build, protect, and grow your wealth with clarity and confidence. Through tailored strategies and expert guidance, we empower you to make informed financial decisions that support your goals today and secure your legacy for tomorrow.
Shape Meet Your Lead Advisor -

Sushil Talwar — Financial Strategist for Retirement & Estate Planning

At Ekdant Wealth Management, we guide individuals and families who want clarity, confidence, and a personalized approach to building their financial future. From our home base in Fort McMurray, Alberta, we’ve embraced a modern, digital first model that allows us to support clients anywhere in the province through smooth, convenient virtual meetings on Zoom or Teams. Whether you’re early in your career, approaching retirement, or navigating a major financial transition, we’re here to help. Our philosophy is rooted in simplicity and support. Financial planning shouldn’t feel overwhelming — it should feel empowering. People deserve advice that fits their life, their goals, and their timing. With years of knowledge, we help families make informed decisions about pensions, retirement, and long term wealth, we’ve made it our mission to bring clarity to every step of the journey. At Ekdant Wealth Management, expert knowledge is paired with a deep commitment to financial education, ensuring every client receives personalized, thoughtful guidance delivered with honesty, transparency, and genuine care.

Shape Our Specialized Services -

Built for Every Stage of Your Journey

Retirement Savings Strategy

Build a secure future with customized plans focused on long term growth and financial stability.

Investment Portfolio Analysis

Compare investment options with clear, data driven insights that support confident decision making.

Life & Critical Illness Protection

Protect your family with insurance solutions designed to provide financial security during unexpected events.

Strategic Estate Planning

Preserve your legacy with personalized estate structures that minimize taxes and ensure your wishes are fulfilled.

Personal Wealth Coaching

Gain control of your finances with expert guidance on budgeting, saving, and wealth building habits.

Lifestyle Based Retirement Planning

Design a retirement that aligns with your lifestyle goals and long term vision.

RRSP & TFSA Optimization

Maximize the benefits of your registered accounts with strategies that enhance tax efficient growth.

Annuity & Income Planning

Create a reliable income stream for retirement through tailored annuity recommendations.

Debt Restructuring & Credit Guidance

Rebuild your financial foundation with structured repayment strategies and professional credit support.

Holistic Wealth Management

Achieve long term prosperity with an integrated approach that balances risk and reward.

Pension Maximization Advice

Navigate your pension options with clarity to ensure you receive the highest possible benefits.

Corporate Group RRSP Review

Strengthen your employee benefits program with detailed assessments and strategic enhancements.

TFSA Performance Audit

Ensure your tax free investments are diversified, optimized, and aligned with your growth objectives.

Shape Why Choose Us?

Why Clients Choose Us

Running a business is complex, but managing your wealth shouldn't be. We bridge the gap between your corporate balance sheet and your personal dreams.

Personalized Financial Solutions
No two financial journeys are the same. We take the time to understand your business, lifestyle, and long-term vision to design tailored financial strategies that align perfectly with your unique needs and evolving goals.
Comprehensive Wealth Services
We offer end-to-end wealth solutions under one roof. From investment planning and risk management to tax efficiency and estate planning, our integrated approach ensures every aspect of your financial life works in harmony.
Commitment to Excellence
Excellence is at the core of everything we do. From strategic planning to ongoing support, we maintain the highest standards of professionalism, transparency, and precision to deliver results you can trust.
Your Goals Are Our Mission
Your success defines ours. We work as your long-term financial partner, staying focused on protecting, growing, and transitioning your wealth—so you can confidently achieve today’s milestones and tomorrow’s aspirations.

Diversification: Why You Shouldn't "Reinvest Everything" in the Business

Commonly, entrepreneurs keep 90% of their wealth tied up in their own company. This "Concentration Risk" can be dangerous. Ekdant Wealth helps you build "Outside Wealth"—assets that are independent of your business. By utilizing RRSP and TFSA accounts, we ensure that even if the market shifts or your industry faces a downturn, your family's lifestyle remains untouched.

The Entrepreneur’s Roadmap: Solving Your Biggest Challenges

We don't just provide products; we provide solutions to the specific "pain points" business owners face daily.

The Challenge The Ekdant Wealth Solution
High Corporate Tax Burdens Optimized corporate investing and tax-deferred growth plans.
Potential Loss of a Key Partner Buy-Sell Agreement funding and Key Person Insurance.
Lack of a Fixed Pension Diversified personal investment portfolios (RRSP/TFSA).
Rising Costs of Higher Education Strategic RESP funding to capture maximum government grants.
Unforeseen Medical Emergencies Comprehensive CI and DI coverage to replace business income.
Shape consulting services

Consulting Solutions

The Discovery Audit:

We analyze your business structure, personal cash flow, and family goals to identify hidden risks.

The Gap Analysis:

We pinpoint where your current plan falls short—whether it’s high tax leakage or under-insurance.

The Wealth Blueprint:

We present a 360-degree strategy covering everything from Debt Management to Estate Planning.

Active Management:

We meet regularly to adjust your plan as your business scales and tax laws change.

Shape Frequently Asked Questions

Award-Winning Consulting Company

  • Experienced Peoples
  • Risk Management
  • Competitive Pricing
  • Intellect and Experience
  • Experienced Peoples
  • Commitment to Quality

90%

Business Setup Growth

85%

marketing Setup Growth

No. Whether you are a solo consultant or managing a team of 50, Wealth Management is about the discipline of growing your net worth. Starting early with an RRSP or TFSA can lead to exponential growth.

By optimizing your debt-to-equity ratio and reducing interest payments, we free up capital that can be reinvested into your business operations or marketing.

For owners, insurance isn't just a death benefit—it’s a liquidity tool. It can fund buy-sell agreements, pay off business lines of credit, and ensure the business doesn't have to be sold at a "fire sale" price.

Yes, but doing so through an RESP is usually more beneficial because of the government grants (CESG) that provide a 20% match on your contributions up to certain limits.

The first step is a consultation to list all assets and liabilities. We then work with you to ensure your beneficiaries are correctly designated and your tax liabilities are minimized.

Your Financial Journey Starts Here

Whether you're planning for retirement, building wealth, or protecting your family, Ekdant Wealth Management provides the clarity, structure, and expertise you need to move forward with confidence.

Ekdant Wealth Management — Clarity, Confidence, and Guidance for Every Financial Journey

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