Independent Financial Advisors — St. Albert, AB

Benefits and protection planning you can trust.

“To be a strong advocate dedicated to assisting our clients in achieving financial security and growth.”

Family financial protection Financial planning consultation Team planning at whiteboard Employee benefits
Advice Providing proper consulting Advice is important to not only controlling your costs but also to ensure that your plan remains relevant and competitive in this tight labour market.
Advocacy Being an Advocate for you and your employees is something we take great pride in.
Active Management Actively managing claims is the most fundamental component in maintaining the long term sustainability of your plan.

Three areas of expertise,
one trusted relationship.

“To be a strong advocate dedicated to assisting our clients in achieving financial security and growth.”

Employee benefits

Employee Benefits

Our goal at Roy Financial is to provide effective benefit plans designed to improve your employee retention and engagement. We help companies look after their employees.

Individual protection

Individual Protection

We can help you put together a plan to ensure you and your family’s financial well-being is secured in the event of a financial hardship due to loss of life or medical event.

Business protection planning

ProtectingYour Business

Business Protection

If you or a key employee were unable to work due to an illness would your business suffer? If the answer is yes then you may want to consider the following insurance products:

Team collaboration overhead — Roy Financial approach Team reviewing plan data — Roy Financial approach Team workshop at round table — Roy Financial approach

Advice. Advocacy. Active Management.

Providing proper consulting Advice is important to not only controlling your costs but also to ensure that your plan remains relevant and competitive in this tight labour market.

Being an Advocate for you and your employees is something we take great pride in. Representing your needs in negotiations with the insurer, ensuring effective disability management, and troubleshooting everyday issues on your behalf are major components of our service.

Actively managing claims is the most fundamental component in maintaining the long term sustainability of your plan. Understanding what is driving your costs and putting together and executing an appropriate action plan helps to provide the cost certainty you need.

Get in Touch

Ready to review your current plan?

Phone (780) 458-3500 · benefits@royfinancial.com

Contact Us