Financial Planner in Edmonton
Serving Western Canada
Meet Our Advisor Team
As a published author, Scott Bokenfohr has shared his knowledge and expertise in financial planning through his written works Retire Like a Shark with Keven Harrington.
With over 20 years of experience as a certified financial planner, Scott has built up a wealth of trust in the financial industry. Helping clients create their ideal futures is what SJB Wealth Management focuses on each and every day.
Retire Abundantly - SJB Wealth
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Tax Planning
Tax planning involves making informed financial decisions to minimize tax liability, utilizing deductions, credits, and investment strategies.
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Financial Planning
Create a roadmap to manage finances and achieve long-term goals through analysis, identification, and planning.
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Retirement Planning
Develop a comprehensive retirement plan by setting evaluating your current financial position, consistently saving and investing prudently.
The Retire Abundantly Process:
Preserve – The proper management of your assets doesn’t stop with your retirement investments… but it is where we begin. Properly investing your retirement savings is the key to enjoying a stress-free retirement. We take steps to minimize your tax burden and reduce the volatility in the value of your assets.
Protect – You worked hard to build wealth for you and your family… what happens to it when you’re no longer able to manage it? We’ll guide you through strategies focused on protecting your assets, including yourself and your family today while not compromising your vision for the future.
Pass on – Your legacy is bigger than your estate. It’s only natural that you want to establish and nurture a legacy that will last for years or even decades after you’ve gone. We help you plan for the efficient succession and transfer of your corporate and family assets.
