Welcome to SJB Wealth Management

With 20+ years of financial planning experience we provide our clients with holistic advice about their financial portfolios. Our strategies are designed for successful professionals, retirees and business owners. Keeping in mind our clients, their hopes and dreams and their ideal future is where our focus is at each and every day.

 
Financial Advisor Edmonton
 
 

Financial Advice That Makes a Difference

 SJB Wealth Management Edmonton believes that every person has the ability to make a unique and positive difference and wealth can amplify that difference. By doing so our clients are able to enjoy more money, time and energy allowing them to make an impact on family, friends, clients, and organizations that they care about. Our mission is to help YOU make a difference, and create an abundant financial life.

 
 
Financial Advisor Edmonton
 

Who We Serve

At SJB Wealth Management we are happy to serve business owners, retirees and professionals with their financial planning. Our goal is to assist established individuals to reach their full financial potential through our Retire Abundantly Process

  • Business Owner

    “Very professional and caring company. He sat with me many times to help me direct my finances in the best way FOR ME. I recommend this business to my friends and my workers within my own business.”

    - Zac Phillips

  • Retirees

    “We appreciate the work that Scott has done on our retirement file. He has gone to work for us to get the best portfolio possible.”

    - Hubert and Karen Kallen

  • Professional

    “Scott Bokenfohr is a seasoned Financial and Insurance Advisor with Charter Wealth and my personal adviser as well on financial matters. He is keen on details, soft spoken and excellent verbal and communication skills. He is knowledgeable of the financial markets and always has his clients' interest at the top of his mind.”

    - Prashant

 
 

Retire Abundantly Process

Providing business owners, retirees and professionals with peace, freedom and contribution in their business and finances with our unique legacy planning process, Retire Abundantly.

 
 
 
 

Retire Like A Shark

SJB Financial’s founder, Scott Bokenfohr was invited to contribute his expertise in a book titled, Retire Like A Shark, by the Original Shark, Kevin Harrington, from the Emmy award-winning series, Shark Tank. This must-read book includes tips from some of North America's foremost authorities on building, protecting and passing on wealth!

The chapter that Scott collaborated on, shares all you need to know about:

  • Hiring a financial coach

  • Goal Setting

  • Choosing your financial strategy wisely

In February 2022, Scott flew out to Pittsburgh to take part in a mastermind with Kevin and sit down to share a little about his business. You can check out those interviews here to learn more about SJB Financial.

Retire Like a Shark, Kevin Harrington
 

3 Pitfalls of Retirement

 
 

Your Next Steps

Are you experiencing fear or confusion around your finances? We help business owners, executives and retirees achieve peace, freedom and impact. 

Your best next step is to have your financial situation assessed. The purpose of the Retire Abundantly Process is to get to know you and your finances. Our team will help you uncover any hidden dangers – and opportunities.

We offer a 57 minute complimentary, no obligation discovery meeting to those who qualify. The goal of this discovery meeting is to provide you with clarity on what next steps you should be taking. 

Contact us to schedule your complimentary Retire Abundantly Assessment.

Edmonton, Alberta
 

Subscribe to our newsletter.

Sign up with your email address to receive news and updates.

First Name *
Last Name *
Email *