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.
- Retirement, tax-smart investing, insurance and estate planning in one place
- Meet on Google Meet from anywhere in Canada
- A free first session with no pressure
Book your Google Meet consultation today
Pick a time for your free Google Meet session. It takes about a minute.
Call 780-742-7141 Or email [email protected]. We reply within one business day.
Diversification: why you shouldn't reinvest everything in the business
Commonly, entrepreneurs keep up to 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 using RRSP and TFSA accounts, we aim to keep your family's lifestyle protected even if the market shifts or your industry faces a downturn.
Check my riskThe 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.
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 time to understand your business, lifestyle and long-term vision, then design strategies that fit your needs as they change.
Comprehensive wealth services
Investment planning, risk management, tax efficiency and estate planning under one roof, so every part of your financial life works together.
Commitment to excellence
From strategic planning to ongoing support, we hold ourselves to high standards of professionalism, transparency and precision.
Your goals are our mission
We act as your long-term financial partner, focused on protecting, growing and transitioning your wealth.
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 aim to minimize taxes and fulfil your wishes.
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
Get more from your registered accounts with strategies that support 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
Pursue long-term prosperity with an integrated approach that balances risk and reward.
Pension Maximization Advice
Navigate your pension options with clarity so you can get the most from your benefits.
Corporate Group RRSP Review
Strengthen your employee benefits program with detailed assessments and strategic enhancements.
TFSA Performance Audit
Make sure your tax-free investments are diversified, optimized, and aligned with your growth objectives.
Not sure where to start?
Book a free discovery session and we'll map out the right services for you.
Book my free sessionBuilt for where you are right now
Early in your career, close to retirement, or facing a big financial change, we meet you at your stage.
Early in your career
Start your RRSP or TFSA early and let time work for you.
Business owners
Build wealth outside your company and cut tax leakage.
Approaching retirement
Plan pensions, income and lifestyle with clarity.
Families and legacies
Protect loved ones and pass on your wealth as you intend.
Consulting solutions
Four steps, from your first conversation to ongoing support. Tap a step or watch the clock move.
We analyze your business structure, personal cash flow, and family goals to identify hidden risks.
We pinpoint where your current plan falls short, whether it's high tax leakage or under-insurance.
We present a 360-degree strategy covering everything from debt management to estate planning.
We meet regularly to adjust your plan as your business scales and tax laws change.
Sushil TalwarFinancial Strategist,Retirement & Estate Planning
Meet your lead advisor, Sushil Talwar
Financial strategist for retirement and estate planning.
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 use a modern, digital-first model to support clients anywhere in Canada through convenient virtual meetings on Google Meet.
Whether you're early in your career, approaching retirement, or navigating a major financial transition, we're here to help. Financial planning shouldn't feel overwhelming; it should feel empowering. People deserve advice that fits their life, their goals, and their timing.
We help families make informed decisions about pensions, retirement, and long-term wealth, paired with a deep commitment to financial education and guidance delivered with honesty, transparency, and genuine care.
Frequently asked questions
Is wealth management only for established corporations?
No. Whether you're a solo consultant or lead a team of 50, it's about the discipline of growing your net worth. Starting early with an RRSP or TFSA gives your savings more time to compound.
How does debt management help my business grow?
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.
Why is life insurance more important for business owners?
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 help ensure the business doesn't have to be sold at a fire-sale price.
Can I save for my child's education through my business?
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.
What is the first step in estate planning?
The first step is a consultation to list all assets and liabilities. We then work with you to make sure your beneficiaries are correctly designated and to help keep your tax liabilities as low as possible.
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.
Book My FREE Wealth Discovery Session Today!Let's talk about your goals
Meet on Google Meet from anywhere in Canada, or call us during office hours.
Book my free session